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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAU
901
Wellington-Altus USA
Manitoba, Canada
$19.5K +$17.5K +153 New
HBW
902
Hazlett, Burt & Watson
West Virginia
$19K – – –
GSWM
903
Golden State Wealth Management
California
$19K – – –
PCM
904
Palouse Capital Management
Washington
$18.5K +$16.6K +145 New
MCM
905
Manchester Capital Management
Vermont
$18.3K +$2.74K +24 +20%
MTC
906
Matrix Trust Company
Colorado
$18K – – –
WA
907
Westfuller Advisors
New York
$16.9K -$4.57K -40 -23%
OA
908
Operose Advisors
Wisconsin
$16.6K – – –
BIA
909
Bell Investment Advisors
California
$16K – – –
VWA
910
Valued Wealth Advisors
Utah
$15.8K +$1.37K +12 +11%
KFAS
911
Keating Financial Advisory Services
Kansas
$15.5K +$13.8K +121 New
CJ
912
Caitlin John
Michigan
$15.1K -$1.71M -14,990 -99%
GKIM
913
GW&K Investment Management
Massachusetts
$15K +$686 +6 +6%
SL
914
Salomon & Ludwin
Virginia
$14.7K – – –
BF
915
BOK Financial
Oklahoma
$14.3K -$4.8K -42 -27%
TCOV
916
Trust Company of Vermont
Vermont
$13.4K -$7.2K -63 -38%
EAM
917
Eukles Asset Management
Ohio
$13.4K – – –
HIA
918
Harbor Investment Advisory
Maryland
$13.2K – – –
VFM
919
Vision Financial Markets
Connecticut
$13K – – –
ACM
920
Accent Capital Management
Ohio
$12.9K – – –
PAI
921
Pittenger & Anderson Inc
Nebraska
$12.8K – – –
WIM
922
Westside Investment Management
California
$12.8K – – –
PWMA
923
Pension & Wealth Management Advisors
Massachusetts
$12.8K +$11.4K +100 New
TFG
924
Team Financial Group
California
$12.7K – – –
RCM
925
Raleigh Capital Management
North Carolina
$12.3K -$3.09K -27 -22%
35 36
37
38 39