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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1626
Almanack Investment Partners
Pennsylvania
$198K +$9.53K +48 +5%
AIM
1627
Advantage Investment Management
Iowa
$195K +$8.14K +41 +4%
TL
1628
TrueWealth LLC
Georgia
$194K -$35.7K -180 -15%
PCP
1629
Proficio Capital Partners
Massachusetts
$191K +$6.35K +32 +3%
CAM
1630
Cacti Asset Management
Georgia
$189K – – –
CA
1631
Claro Advisors
Massachusetts
$185K +$165K +832 New
FFC
1632
First Financial Corp
Indiana
$181K – – –
PAM
1633
Paradigm Asset Management
New York
$179K -$9.93K -50 -5%
ECM
1634
EII Capital Management
New York
$175K – – –
CI
1635
CX Institutional
Indiana
$173K +$182K +916 New
FTI
1636
Fiduciary Trust International
Massachusetts
$173K +$182K +917 New
S
1637
Seeyond
France
$173K +$182K +917 New
LD
1638
Lipe & Dalton
New York
$170K – – –
WANY
1639
Wealthspire Advisors (New York)
New York
$164K +$173K +869 New
VRM
1640
Vectors Research Management
New York
$159K +$19.9K +100 +13%
FPFS
1641
First Personal Financial Services
North Carolina
$157K -$6.95K -35 -4%
ST
1642
Sageworth Trust
Pennsylvania
$156K -$44.7K -225 -21%
MSFP
1643
Mark Sheptoff Financial Planning
Connecticut
$156K – – –
FCMT
1644
Founders Capital Management (Texas)
Texas
$151K -$70.5K -355 -31%
FIB
1645
First Interstate Bank
Montana
$147K – – –
GAM
1646
Gemmer Asset Management
California
$144K +$24.6K +124 +19%
CIAS
1647
Capital Investment Advisory Services
North Carolina
$142K +$149K +752 New
LWA
1648
Lenox Wealth Advisors
New York
$140K – – –
CAL
1649
Capital Advisors Ltd
Ohio
$136K +$17.9K +90 +14%
POIA
1650
Pin Oak Investment Advisors
Texas
$129K – – –