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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1201
Tortoise Investment Management
New York
$7K
AW
1202
ACG Wealth
Georgia
$7K +$8.13K +195 New
WOSD
1203
WFA of San Diego
California
$7K +$8.34K +200 New
TWP
1204
TFO Wealth Partners
Ohio
$7K +$8.55K +205 New
HWMA
1205
Heritage Wealth Management (Arizona)
Arizona
$6.33K
WA
1206
Win Advisors
Florida
$6K -$182K -4,357 -96%
CAL
1207
Capital Advisors Ltd
Ohio
$6K -$3.17K -76 -30%
PWMG
1208
Prestige Wealth Management Group
New Jersey
$6K
CI Investments Inc
1209
CI Investments Inc
Ontario, Canada
$6K +$42 +1 +0.6%
GKIM
1210
GW&K Investment Management
Massachusetts
$6K +$1.46K +35 +28%
FP
1211
Financial Perspectives
Minnesota
$5.67K
AP
1212
Atwood & Palmer
Missouri
$5K -$29.2K -700 -83%
GWMIA
1213
Global Wealth Management Investment Advisory
Florida
$5K
JMF
1214
Johnson Midwest Financial
Iowa
$5K
MWM
1215
Mascoma Wealth Management
New Hampshire
$5K
OIA
1216
Optimum Investment Advisors
Illinois
$5K
PAI
1217
Pittenger & Anderson Inc
Nebraska
$5K
WOC
1218
West Oak Capital
California
$5K
TAIM
1219
TD Ameritrade Investment Management
Nebraska
$4K -$4.42K -106 -50%
TJHA
1220
Thomas J. Herzfeld Advisors
Florida
$4K -$834 -20 -14%
BAM
1221
Bellevue Asset Management
Washington
$4K
NSB
1222
Norway Savings Bank
Maine
$4K
RMC
1223
Resources Management Corp
Connecticut
$4K
PMFA
1224
Plante Moran Financial Advisors
Michigan
$4K +$2.88K +69 +173%
MFT
1225
Moisand Fitzgerald Tamayo
Florida
$4K +$4.17K +100 New