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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1601
Sound Income Strategies
Florida
$156K -$4.04K -47 -2%
RMC
1602
Resources Management Corp
Connecticut
$153K +$20.5K +239 +14%
EWM
1603
Evermay Wealth Management
Virginia
$153K – – –
CFD
1604
Creative Financial Designs
Indiana
$152K +$20.7K +241 +14%
CCM
1605
Chilton Capital Management
Texas
$151K -$10.3K -120 -6%
RTC
1606
Riverview Trust Company
Washington
$148K +$73.1K +851 +81%
AA
1607
Addison Advisors
Vermont
$148K +$1.12K +13 +0.7%
LFA
1608
LGT Financial Advisors
Texas
$145K +$159K +1,855 New
CCM
1609
Copeland Capital Management
Pennsylvania
$140K – – –
KFA
1610
Kelleher Financial Advisors
New York
$140K -$6.01K -70 -4%
PO
1611
Private Ocean
California
$139K – – –
M
1612
MOTCO
Texas
$139K +$23.2K +270 +18%
MHR
1613
Matthew Hamilton Rosenberg
$137K +$61.6K +718 +69%
SC
1614
Steph & Co
Wisconsin
$136K – – –
GI
1615
Gradient Investments
Minnesota
$135K -$35.6K -415 -19%
DAM
1616
Delta Asset Management
Tennessee
$134K – – –
AA
1617
Alta Advisers
United Kingdom
$131K – – –
VC
1618
Vestor Capital
Illinois
$130K -$6.27K -73 -4%
TPCW
1619
TD Private Client Wealth
New York
$127K +$37K +431 +36%
SCM
1620
Silvant Capital Management
Georgia
$126K – – –
OA
1621
Operose Advisors
Wisconsin
$123K +$52.9K +616 +64%
BCM
1622
Blume Capital Management
California
$122K – – –
HDIM
1623
Hanson & Doremus Investment Management
Vermont
$120K -$2.58K -30 -2%
AAG
1624
Armstrong Advisory Group
Massachusetts
$120K +$9.02K +105 +7%
APW
1625
Acima Private Wealth
Virginia
$119K – – –