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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
601
Doyle Wealth Management
Florida
$35K +$44.5K +2,332 New
KTC
602
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
SIAG
603
Signet Investment Advisory Group
Rhode Island
$34K +$43.9K +2,300 New
OC
604
Oakworth Capital
Alabama
$31K – – –
SCM
605
Silvant Capital Management
Georgia
$31K – – –
TAIM
606
TD Ameritrade Investment Management
Nebraska
$31K +$1.81K +95 +5%
CAM
607
Cresset Asset Management
Illinois
$31K +$38.9K +2,039 New
FRA
608
Front Row Advisors
California
$30K +$9.54K +500 +33%
TWA
609
TCI Wealth Advisors
Arizona
$28K -$7.98K -418 -19%
ATC
610
Adirondack Trust Company
New York
$28K +$9.83K +515 +39%
PCM
611
Penserra Capital Management
California
$27K -$7.71K -404 -18%
IAS
612
IMA Advisory Services
Colorado
$27K – – –
FCA
613
FinTrust Capital Advisors
South Carolina
$27K +$34.2K +1,790 New
GAM
614
Gemmer Asset Management
California
$25K +$2.65K +139 +9%
WT
615
Whittier Trust
California
$25K +$10.9K +570 +53%
PG
616
Patten Group
Tennessee
$23K +$29.4K +1,540 New
ECM
617
Estabrook Capital Management
New York
$22.7K – – –
OIA
618
OneDigital Investment Advisors
Kansas
$22K -$62K -3,249 -69%
JA
619
JOYN Advisors
Georgia
$22K -$15.9K -834 -37%
NSIM
620
North Star Investment Management
Illinois
$21K – – –
RFA
621
Reilly Financial Advisors
California
$21K – – –
PCP
622
Proficio Capital Partners
Massachusetts
$21K +$19 +1 +0.1%
FHA
623
Flagship Harbor Advisors
Massachusetts
$20K -$25.5K -1,335 -50%
CAGAS
624
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
FGC
625
Financial Gravity Companies
Texas
$20K +$24.7K +1,292 New
23 24
25
26 27