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Name Holding Trade Value Shares
Change 		Change in
Stake
MUMSS
1001
Mitsubishi UFJ Morgan Stanley Securities
Japan
$86K -$49.2K -1,260 -38%
ED
1002
Exane Derivatives
France
$84.3K +$80.3K +2,056 New
PSC
1003
Piper Sandler & Co
Minnesota
$82K -$1.48M -38,000 -95%
AP
1004
Atwood & Palmer
Missouri
$81K – – –
AWM
1005
AllSquare Wealth Management
New York
$76K +$72.6K +1,860 New
DRS
1006
Deane Retirement Strategies
Louisiana
$74K +$70.5K +1,806 New
AIM
1007
Advantage Investment Management
Iowa
$73K +$69.3K +1,774 New
LWA
1008
Lowe Wealth Advisors
Maryland
$71K +$67.2K +1,720 New
SIA
1009
Stancorp Investment Advisers
Oregon
$71K +$67.2K +1,720 New
RNS
1010
Robert N. Shapiro
$67K -$87.7K -2,246 -58%
WEC
1011
Winslow Evans & Crocker
Massachusetts
$64.7K -$6.25K -160 -9%
S
1012
SignatureFD
Georgia
$63K +$60.1K +1,540 New
LBG
1013
Lloyds Banking Group
United Kingdom
$62K -$208K -5,320 -78%
ZTNA
1014
Zions Trust National Association
Utah
$56K +$38.2K +978 +251%
SIG
1015
Stanford Investment Group
California
$50K +$47.6K +1,218 New
TCM
1016
TD Capital Management
Tennessee
$46K +$156 +4 +0.4%
TIM
1017
Tortoise Investment Management
New York
$46K +$3.52K +90 +9%
CFA
1018
Carroll Financial Associates
North Carolina
$45K -$27.8K -712 -41%
SJIM
1019
St. Johns Investment Management
Florida
$45K – – –
CFSG
1020
Community Financial Services Group
Vermont
$44K – – –
NCM
1021
Nelson Capital Management
California
$43K – – –
HCC
1022
Hirtle Callaghan & Co
Pennsylvania
$43K +$19.5K +500 +92%
RAM
1023
Riggs Asset Management
Pennsylvania
$42K +$156 +4 +0.4%
FMB
1024
Field & Main Bank
Kentucky
$41K – – –
FAM
1025
Formidable Asset Management
Ohio
$41K – – –
39 40
41
42 43