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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
1226
Credential Qtrade Securities
$181K +$37.4K +8,880 +27%
CAL
1227
Capital Analysts LLC
Pennsylvania
$177K – – –
MAM
1228
Meeder Asset Management
Ohio
$177K +$71.7K +17,040 +72%
KWA
1229
KCS Wealth Advisory
California
$175K +$169K +40,280 New
TFA
1230
Toth Financial Advisory
Virginia
$174K – – –
RP
1231
Rowlandmiller & Partners
Georgia
$174K – – –
TCOV
1232
Trust Company of Vermont
Vermont
$168K +$16.8K +4,000 +12%
RFM
1233
Royal Fund Management
Florida
$168K +$41.7K +9,920 +34%
PO
1234
Private Ocean
California
$167K +$25.2K +6,000 +19%
VIM
1235
Veritas Investment Management
United Kingdom
$159K +$154K +36,600 New
PAM
1236
Paradigm Asset Management
New York
$157K – – –
AWM
1237
AllSquare Wealth Management
New York
$155K +$118K +28,000 +365%
RA
1238
Rational Advisors
New York
$152K +$69.8K +16,600 +90%
LWM
1239
Lenox Wealth Management
Ohio
$151K +$28.6K +6,800 +24%
GWS
1240
Glassman Wealth Services
Virginia
$148K +$6.39K +1,520 +5%
SIAS
1241
Shine Investment Advisory Services
Colorado
$148K +$32K +7,600 +29%
FMB
1242
Field & Main Bank
Kentucky
$147K +$109K +25,800 +323%
NIC
1243
Northwest Investment Counselors
Oregon
$145K +$141K +33,400 New
PGAM
1244
Princeton Global Asset Management
New Jersey
$140K +$93.4K +22,200 +226%
GC
1245
Grace Capital
Massachusetts
$139K – – –
PP
1246
Peconic Partners
New York
$139K – – –
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$136K -$25.2K -6,000 -16%
AF
1248
Allworth Financial
California
$133K – – –
EW
1249
Evoke Wealth
California
$133K +$128K +30,520 New
HCM
1250
Hilton Capital Management
New York
$127K -$576K -137,000 -82%
48 49
50
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