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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1301
Tompkins Financial
New York
$112K – – –
FGAM
1302
Financial Gravity Asset Management
Texas
$112K +$106K +3,060 New
CBT
1303
Capital Bank & Trust
California
$111K -$170K -4,910 -61%
SIMG
1304
Stephens Investment Management Group
Texas
$111K – – –
SCA
1305
Stuart Chaussee & Associates
California
$111K – – –
FIB
1306
First Interstate Bank
Montana
$110K – – –
GAM
1307
Gemmer Asset Management
California
$110K +$13.2K +380 +14%
POIA
1308
Pin Oak Investment Advisors
Texas
$109K – – –
PI
1309
Parkside Investments
Illinois
$109K +$104K +3,000 New
RCC
1310
Red Cedar Capital
Nebraska
$107K – – –
SOAMC
1311
Spirit of America Management Corp
New York
$107K +$104K +3,000 New
PAM
1312
Paradigm Asset Management
New York
$107K – – –
JAM
1313
JCIC Asset Management
Ontario, Canada
$104K +$101K +2,920 New
AW
1314
Alpha Windward
Massachusetts
$102K – – –
AWM
1315
AllSquare Wealth Management
New York
$102K +$39.9K +1,150 +68%
BC
1316
Bartlett & Co
Ohio
$99K -$20.8K -600 -18%
KL
1317
KWMG LLC
Kansas
$99K +$39.9K +1,150 +71%
BCWM
1318
Bartlett & Co Wealth Management
Ohio
$98.8K -$20.8K -600 -18%
SIAS
1319
Shine Investment Advisory Services
Colorado
$98K +$36.4K +1,050 +62%
NCM
1320
Next Capital Management
New York
$97K – – –
LFG
1321
Larson Financial Group
Missouri
$97K +$8.32K +240 +10%
AA
1322
Advisory Alpha
Michigan
$96.5K +$92.2K +2,660 New
CAM
1323
CenterStar Asset Management
Illinois
$95K – – –
TFA
1324
Toth Financial Advisory
Virginia
$93K – – –
BWM
1325
Baystate Wealth Management
Massachusetts
$91K -$22.2K -640 -21%
51 52
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54 55