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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2201
Thompson Investment Management
Wisconsin
$60.4K – – –
C
2202
Covestor
United Kingdom
$60K -$4.79K -41 -7%
CCC
2203
Chelsea Counsel Company
California
$58.2K +$61.5K +526 New
HC
2204
Hoese & Co
Minnesota
$57.4K – – –
RTL
2205
Red Tortoise LLC
Georgia
$56.6K -$3.04K -26 -5%
UCB
2206
United Community Bank
South Carolina
$56.3K +$8.77K +75 +17%
AWM
2207
AllSquare Wealth Management
New York
$56.2K – – –
PCFFS
2208
Pacific Center for Financial Services
California
$55.8K – – –
IAIM
2209
Industrial Alliance Investment Management
Quebec, Canada
$54K -$4.11M -35,146 -99%
FCG
2210
Financial Connections Group
California
$54K +$24.2K +207 +72%
FMP
2211
Financial Management Professionals
Texas
$53K -$24.8K -212 -31%
QL
2212
Quarry LP
New York
$51.1K +$351 +3 +0.7%
CH
2213
Canton Hathaway
Rhode Island
$51K – – –
SFG
2214
Steward Financial Group
Texas
$51K +$54.8K +469 New
RA
2215
Rise Advisors
New York
$49.4K -$585 -5 -1%
VWM
2216
Venturi Wealth Management
Texas
$48.9K +$18.6K +159 +56%
PP
2217
Pacifica Partners
Canada
$47.8K +$12.7K +109 +32%
FCT
2218
First Community Trust
Iowa
$46.6K – – –
MCI
2219
MRP Capital Investments
Georgia
$44.9K – – –
OCM
2220
Osterweis Capital Management
California
$44.1K – – –
BIA
2221
Bell Investment Advisors
California
$42.5K -$15.2K -130 -25%
GKIM
2222
GW&K Investment Management
Massachusetts
$42K +$43.7K +374 +4,156%
TLA
2223
Tanglewood Legacy Advisors
Texas
$40.8K – – –
AP
2224
Atwood & Palmer
Missouri
$40K – – –
BCM
2225
Bourgeon Capital Management
Connecticut
$38.6K – – –