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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1201
Nelson Capital Management
California
$39K – – –
SAM
1202
Shamrock Asset Management
Texas
$38K -$16.2K -200 -31%
AAP
1203
Arax Advisory Partners
Colorado
$37K +$34.1K +422 New
SLF
1204
Sun Life Financial
Ontario, Canada
$36K -$37.6K -465 -52%
CJA
1205
C-J Advisory
California
$36K – – –
BAM
1206
Barrett Asset Management
New York
$35K +$8.08K +100 +33%
GWS
1207
Glassman Wealth Services
Virginia
$34K -$25.6K -317 -44%
PFC
1208
Phocas Financial Corp
California
$33K +$30.7K +380 New
FMTCOCP
1209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K – – –
HDIM
1210
Hanson & Doremus Investment Management
Vermont
$31K – – –
BCI
1211
Brinker Capital Investments
Pennsylvania
$31K +$5.74K +71 +25%
LFG
1212
Larson Financial Group
Missouri
$31K +$28.5K +353 New
FPB
1213
First PREMIER Bank
South Dakota
$28K – – –
EWM
1214
Edge Wealth Management
New York
$26K – – –
AIS
1215
Accurate Investment Solutions
Pennsylvania
$25K +$81 +1 +0.4%
KFA
1216
Krane Funds Advisors
New York
$25K +$23.1K +286 New
LF
1217
Lee Financial
Texas
$23K – – –
TFO
1218
Tarbox Family Office
California
$23K – – –
FNB
1219
Farmers National Bank
Kentucky
$22K – – –
TI
1220
Truehand Inc
New Hampshire
$22K – – –
Walleye Capital
1221
Walleye Capital
New York
$22K +$20.2K +250 New
WPA
1222
West Paces Advisors
Georgia
$21.2K – – –
AWM
1223
AllSquare Wealth Management
New York
$21K – – –
ME
1224
McIlrath & Eck
Washington
$21K – – –
FGAM
1225
Financial Gravity Asset Management
Texas
$21K +$9.54K +118 +91%