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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1101
Rational Advisors
New York
$161K +$157K +2,058 New
CFN
1102
Cordasco Financial Network
Florida
$156K
PFG
1103
Pacific Financial Group
Washington
$156K +$153K +2,000 New
JWM
1104
Jacobus Wealth Management
Wisconsin
$155K -$4.66K -61 -3%
TIM
1105
Tortoise Investment Management
New York
$151K -$3.36K -44 -2%
MCM
1106
Manchester Capital Management
Vermont
$149K +$9.1K +119 +7%
GAM
1107
Gemmer Asset Management
California
$149K +$25.2K +330 +21%
KTC
1108
Kistler-Tiffany Companies
Pennsylvania
$127K
KT
1109
Kanaly Trust
Texas
$122K -$59.5K -779 -33%
FHA
1110
First Horizon Advisors
Tennessee
$122K +$306 +4 +0.3%
CCMW
1111
Cypress Capital Management (Wyoming)
Wyoming
$121K +$118K +1,545 New
ACS
1112
Archford Capital Strategies
Illinois
$118K
LSV Asset Management
1113
LSV Asset Management
Illinois
$117K +$115K +1,500 New
QAM
1114
QCI Asset Management
New York
$115K -$382 -5 -0.3%
IRS
1115
Invictus RG (Singapore)
Singapore
$114K +$112K +1,465 New
TWA
1116
TCI Wealth Advisors
Arizona
$112K +$40.9K +535 +60%
AP
1117
Atwood & Palmer
Missouri
$103K +$3.82K +50 +4%
MSFP
1118
Mark Sheptoff Financial Planning
Connecticut
$101K
FMP
1119
Financial Management Professionals
Texas
$101K +$11.5K +150 +13%
SIA
1120
Stancorp Investment Advisers
Oregon
$98K +$96.3K +1,260 New
HDIM
1121
Hanson & Doremus Investment Management
Vermont
$94K +$77.8K +1,018 +536%
AIM
1122
Advantage Investment Management
Iowa
$92K +$90.1K +1,179 New
RIA
1123
Regal Investment Advisors
Michigan
$90K -$25.9K -339 -23%
GWA
1124
Genesis Wealth Advisors
Massachusetts
$86.1K +$82.7K +1,082 New
EMA
1125
Efficient Market Advisors
California
$86K