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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1451
Sonora Investment Management
Arizona
$126K – – –
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$125K – – –
SC
1453
Slow Capital
California
$125K +$123K +825 New
CG
1454
Cutler Group
California
$124K – – –
FGC
1455
Financial Gravity Companies
Texas
$123K +$108K +727 New
FIB
1456
First Interstate Bank
Montana
$122K -$241K -1,620 -67%
TFS
1457
TrustCore Financial Services
Tennessee
$120K +$118K +793 New
TC
1458
Trust Company
Kansas
$118K -$5.8K -39 -5%
MFW
1459
Mosaic Family Wealth
Missouri
$115K -$225K -1,514 -67%
NSB
1460
Norway Savings Bank
Maine
$115K – – –
PHK
1461
Point72 Hong Kong
Hong Kong
$115K +$113K +761 New
TA
1462
Townsend & Associates
Colorado
$114K +$112K +756 New
FHA
1463
First Horizon Advisors
Tennessee
$113K -$1.93K -13 -2%
AIM
1464
Advantage Investment Management
Iowa
$109K -$11K -74 -9%
AF
1465
Advisornet Financial
Minnesota
$105K +$103K +693 New
POIA
1466
Pin Oak Investment Advisors
Texas
$103K +$102K +683 New
CB
1467
Community Bank
New York
$101K +$54.3K +365 +120%
MCM
1468
MV Capital Management
Maryland
$101K +$90K +605 +1,025%
GAM
1469
Gemmer Asset Management
California
$97K – – –
CAL
1470
Capital Advisors Ltd
Ohio
$95K – – –
BWM
1471
Baystate Wealth Management
Massachusetts
$94K +$1.34K +9 +2%
BTIS
1472
BB&T Investment Services
North Carolina
$93K +$14.3K +96 +19%
WA
1473
Winfield Associates
Ohio
$92K +$149 +1 +0.2%
WAM
1474
Wolverine Asset Management
Illinois
$91K +$90.1K +606 New
CLOS
1475
Compagnie Lombard Odier SCmA
Switzerland
$90K -$95.8K -644 -52%
57 58
59
60 61