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Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
2301
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K +$116K +350 New
CCA
2302
Column Capital Advisors
Indiana
$123K -$14.6K -44 -11%
RBC
2303
Roble Belko & Company
Pennsylvania
$119K – – –
COCM
2304
Charter Oak Capital Management
New Hampshire
$119K +$111K +333 New
PG
2305
Proffitt & Goodson
Tennessee
$118K – – –
CYG
2306
Clean Yield Group
Vermont
$118K +$41.6K +125 +61%
AIG
2307
American International Group
New York
$113K -$1.19M -3,572 -1%
PP
2308
Pacifica Partners
Canada
$112K +$53.2K +160 +89%
BCM
2309
Blume Capital Management
California
$107K – – –
CAM
2310
Cacti Asset Management
Georgia
$107K – – –
HCM
2311
Highlander Capital Management
New Jersey
$107K – – –
JFA
2312
JNBA Financial Advisors
Minnesota
$103K -$66.5K -200 -41%
TC
2313
Trust Company
Kansas
$103K -$38.6K -116 -29%
AWM
2314
Accel Wealth Management
Iowa
$102K +$94.8K +285 New
KFS
2315
Kelly Financial Services
Massachusetts
$101K +$7.65K +23 +9%
LWM
2316
Liberty Wealth Management
California
$100K +$4.33K +13 +4%
PCH
2317
PGIM Custom Harvest
New Jersey
$94K +$93.8K +282 New
ST
2318
Sageworth Trust
Pennsylvania
$89K – – –
LGA
2319
Lebenthal Global Advisors
New York
$87K +$81.5K +245 New
EWA
2320
Evolution Wealth Advisors
Florida
$85K +$13.3K +40 +20%
CWA
2321
Clearview Wealth Advisors
Oregon
$84K +$78.2K +235 New
SIC
2322
Salem Investment Counselors
North Carolina
$81K +$21.6K +65 +40%
PCFFS
2323
Pacific Center for Financial Services
California
$79K +$35.3K +106 +91%
SIS
2324
Sound Income Strategies
Florida
$75K +$5.99K +18 +9%
JPLA
2325
Joseph P. Lucia & Associates
New York
$74K +$69.2K +208 New
91 92
93
94 95