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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1326
Bellevue Asset Management
Washington
$41K – – –
TIM
1327
Tortoise Investment Management
New York
$41K +$10K +31 +35%
PGAM
1328
Princeton Global Asset Management
New Jersey
$40K – – –
CCA
1329
Column Capital Advisors
Indiana
$38K -$4.54K -14 -11%
PWMG
1330
Prestige Wealth Management Group
New Jersey
$38K – – –
AWM
1331
Accel Wealth Management
Iowa
$38K +$2.59K +8 +8%
BG
1332
Bollard Group
Massachusetts
$37K – – –
GLLW
1333
Graves Light Lenhart Wealth
Virginia
$35K – – –
KC
1334
Knuff & Co
California
$35K – – –
PFSC
1335
Peoples Financial Services Corp
Pennsylvania
$35K – – –
SIC
1336
SJS Investment Consulting
Ohio
$32K +$29.5K +91 New
RDFA
1337
Ritter Daniher Financial Advisory
Ohio
$31K +$29.2K +90 New
DGAM
1338
Desjardins Global Asset Management
Quebec, Canada
$31K +$29.5K +91 New
MA
1339
MCF Advisors
Kentucky
$29K – – –
LS
1340
Leelyn Smith
Illinois
$28K – – –
AA
1341
Addison Advisors
Vermont
$27K +$25.3K +78 New
RA
1342
Rational Advisors
New York
$26K +$13.9K +43 +134%
SFM
1343
Signet Financial Management
New Jersey
$26K +$24K +74 New
HNWAG
1344
High Net Worth Advisory Group
Florida
$26K +$24.3K +75 New
SCA
1345
Stonebridge Capital Advisors
Minnesota
$25K – – –
STCOSD
1346
Sageworth Trust Company of South Dakota
South Dakota
$25K +$23.3K +72 New
FCA
1347
FinTrust Capital Advisors
South Carolina
$24K +$3.56K +11 +19%
JFA
1348
JNBA Financial Advisors
Minnesota
$23K – – –
SAM
1349
Strategic Asset Management
Minnesota
$23K – – –
CIA
1350
Cascade Investment Advisors
Oregon
$22.5K – – –