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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
1201
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80K – – –
IGWM
1202
ICA Group Wealth Management
Colorado
$76.5K +$53.5K +329 +235%
CB
1203
CNB Bank
Pennsylvania
$72.8K +$651 +4 +0.9%
TIM
1204
Tortoise Investment Management
New York
$72.3K +$651 +4 +0.9%
PBK
1205
Peoples Bank (Kansas)
Kansas
$72.3K – – –
GIA
1206
GHP Investment Advisors
Colorado
$71.2K – – –
VC
1207
Vestor Capital
Illinois
$71K – – –
MSG
1208
Main Street Group
Virginia
$70.5K +$17.1K +105 +32%
PP
1209
Pingora Partners
Wyoming
$69.4K +$69.2K +425 New
DJSG
1210
D.J. St. Germain
Massachusetts
$67.6K – – –
HCM
1211
Hollencrest Capital Management
California
$67.6K +$47.7K +293 +242%
BWL
1212
Bogart Wealth LLC
Virginia
$67.2K – – –
XC
1213
XY Capital
Hong Kong
$66.8K +$66.6K +409 New
MA
1214
Montag & Associates
Georgia
$66.6K – – –
WAS
1215
Winch Advisory Services
Wisconsin
$65.9K +$488 +3 +0.7%
BHWM
1216
Bay Harbor Wealth Management
Maryland
$65.6K +$31.4K +193 +92%
GI
1217
Gradient Investments
Minnesota
$63.3K +$23.1K +142 +58%
CTA
1218
Colonial Trust Advisors
South Carolina
$62.8K -$651 -4 -1%
BIA
1219
Bell Investment Advisors
California
$62.8K – – –
GJWM
1220
Gilliland Jeter Wealth Management
Arkansas
$62.8K +$62.7K +385 New
BAM
1221
Byrne Asset Management
New Jersey
$62.5K +$1.79K +11 +3%
VWM
1222
Venturi Wealth Management
Texas
$61.9K +$14.5K +89 +31%
CLOS
1223
Compagnie Lombard Odier SCmA
Switzerland
$61.2K -$43.1K -265 -41%
OC
1224
Oakworth Capital
Alabama
$57.1K – – –
VAMG
1225
Voisard Asset Management Group
Michigan
$57.1K – – –