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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Abound Wealth Management
Tennessee
$48.5K +$61.2K +1,800 New
TIM
702
Tortoise Investment Management
New York
$48K – – –
PTC
703
Private Trust Company
Ohio
$46K +$4.9K +144 +9%
WTA
704
Washington Trust Advisors
Massachusetts
$44K -$6.26K -184 -10%
NL
705
NVWM LLC
Pennsylvania
$44K +$1.02K +30 +2%
PAI
706
Pittenger & Anderson Inc
Nebraska
$43K – – –
TFP
707
Tilia Fiduciary Partners
North Carolina
$42K -$2.72K -80 -5%
TC
708
Truvestments Capital
Florida
$41K -$1.36K -40 -3%
BCWM
709
Bartlett & Co Wealth Management
Ohio
$40.4K – – –
BC
710
Bartlett & Co
Ohio
$40K – – –
CCM
711
Cribstone Capital Management
Maine
$40K – – –
CA
712
Crewe Advisors
Utah
$40K +$5.14K +151 +11%
TFA
713
Toth Financial Advisory
Virginia
$37K +$1.53K +45 +3%
GWS
714
Glassman Wealth Services
Virginia
$36K -$8.54K -251 -16%
JWA
715
JFS Wealth Advisors
Pennsylvania
$36K -$7.45K -219 -14%
SWM
716
Selective Wealth Management
Virginia
$36K -$6.84K -201 -13%
KTC
717
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
AW
718
Avion Wealth
Texas
$36K +$34K +1,000 +303%
SIC
719
SJS Investment Consulting
Ohio
$36K +$45.9K +1,350 New
MCC
720
Money Concepts Capital
Florida
$35K -$133K -3,900 -75%
AWM
721
Accel Wealth Management
Iowa
$35K – – –
KFS
722
Kelly Financial Services
Massachusetts
$33.2K -$9.49K -279 -18%
OCM
723
Orion Capital Management
California
$33K -$4.08K -120 -9%
CFG
724
CKW Financial Group
Hawaii
$33K – – –
ECU
725
Eisler Capital (UK)
United Kingdom
$33K +$30.6K +900 New
27 28
29
30 31