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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
926
Tortoise Investment Management
New York
$204K -$81.5K -600 -28%
I2I
927
Insight 2811 Inc
Illinois
$201K +$207K +1,523 New
MCM
928
Magnolia Capital Management
New York
$198K – – –
WHG
929
Westwood Holdings Group
Texas
$198K +$204K +1,500 New
HFM
930
Hartford Financial Management
Connecticut
$198K – – –
KTC
931
Kistler-Tiffany Companies
Pennsylvania
$197K +$175K +1,289 +620%
BCA
932
Bray Capital Advisors
Florida
$192K +$272 +2 +0.1%
HT
933
Headlands Technologies
Illinois
$190K +$196K +1,440 New
USCWA
934
U.S. Capital Wealth Advisors
Texas
$189K +$195K +1,434 New
ETH
935
Exos TFP Holdings
New York
$179K -$14.9K -110 -7%
T
936
TOBAM
France
$179K – – –
CT
937
Colonial Trust
South Carolina
$176K -$109K -800 -37%
AWM
938
Ameliora Wealth Management
Switzerland
$172K – – –
CT
939
Cambridge Trust
Massachusetts
$171K -$31K -228 -15%
TFA
940
Transamerica Financial Advisors
Florida
$170K +$23.1K +170 +15%
C
941
Covestor
United Kingdom
$162K -$40.6K -299 -20%
BTI
942
Blue Trust Inc
Georgia
$162K +$100K +739 +95%
BBHC
943
Brown Brothers Harriman & Co
New York
$153K -$13.3K -98 -8%
CHA
944
Carmichael Hill & Associates
Maryland
$152K – – –
SWA
945
SOA Wealth Advisors
New York
$151K +$544 +4 +0.4%
AI
946
AXS Investments
New York
$149K -$1.17M -8,640 -88%
SSG
947
Summit Securities Group
New York
$140K -$428K -3,150 -75%
AWM
948
Accel Wealth Management
Iowa
$133K -$116K -856 -46%
CL
949
CSS LLC
Illinois
$132K -$544K -4,000 -80%
MMG
950
Monetary Management Group
Missouri
$132K -$187K -1,375 -58%