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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1551
Independence Advisors
Pennsylvania
$224K -$4.04K -28 -2%
CISOA
1552
Capital Investment Services of America
Wisconsin
$223K – – –
KFA
1553
Kelleher Financial Advisors
New York
$223K – – –
TIM
1554
Tortoise Investment Management
New York
$223K +$37.7K +261 +21%
GC
1555
Gibson Capital
Pennsylvania
$221K – – –
PCFFS
1556
Pacific Center for Financial Services
California
$221K +$213K +1,477 New
GS
1557
Girard Securities
California
$221K +$214K +1,482 New
FI
1558
FormulaFolio Investments
Michigan
$220K +$212K +1,471 New
FNBSF
1559
First National Bank Sioux Falls
South Dakota
$219K -$62.8K -435 -23%
DWM
1560
Dorchester Wealth Management
Quebec, Canada
$219K – – –
FPCM
1561
Financial Partners Capital Management
New York
$219K – – –
AC
1562
Alexandria Capital
Virginia
$219K +$12.8K +89 +6%
TCM
1563
Tradewinds Capital Management
Washington
$218K +$144 +1 +0.1%
I
1564
IberiaBank
Louisiana
$218K +$866 +6 +0.4%
AP
1565
Atwood & Palmer
Missouri
$217K – – –
FTI
1566
Fiduciary Trust International
Massachusetts
$217K +$210K +1,454 New
HCA
1567
Harbour Capital Advisors
Virginia
$216K +$70.9K +491 +51%
RWA
1568
RGT Wealth Advisors
Texas
$215K -$72.9K -505 -26%
BC
1569
Blackhill Capital
New Jersey
$214K – – –
CCM
1570
CrestPoint Capital Management
Missouri
$214K – – –
HC
1571
Hourglass Capital
Texas
$214K – – –
LC
1572
LCNB Corp
Ohio
$213K +$206K +1,429 New
VCAM
1573
Van Cleef Asset Management
Ohio
$211K – – –
AssetMark Inc
1574
AssetMark Inc
California
$210K -$4.76K -33 -2%
AF
1575
Allworth Financial
California
$210K – – –