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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1376
Lowe Wealth Advisors
Maryland
$42K – – –
CT
1377
Caldwell Trust
Florida
$40.1K +$20.7K +231 +116%
TWM
1378
Tradition Wealth Management
Minnesota
$40K +$4.31K +48 +13%
RBC
1379
Roble Belko & Company
Pennsylvania
$39K – – –
ST
1380
Sageworth Trust
Pennsylvania
$38K +$36.7K +409 New
LIA
1381
Luken Investment Analytics
Tennessee
$37.2K – – –
LJHT
1382
Laurie J. Hall Trustee
$36K +$34.6K +385 New
TJHA
1383
Thomas J. Herzfeld Advisors
Florida
$35.2K +$987 +11 +3%
JIR
1384
James Investment Research
Ohio
$35K – – –
POIA
1385
Pin Oak Investment Advisors
Texas
$35K +$8.98K +100 +37%
CCM
1386
Chilton Capital Management
Texas
$34.3K +$33.1K +369 New
BWL
1387
Bogart Wealth LLC
Virginia
$34K +$13.6K +152 +71%
BWAM
1388
Boyd Watterson Asset Management
Ohio
$33.7K – – –
AFIA
1389
America First Investment Advisors
Nebraska
$32.8K +$31.7K +353 New
KFI
1390
Key Financial Inc
Pennsylvania
$32.1K +$26.9K +300 +667%
OLVIG
1391
Oliver Lagore Vanvalin Investment Group
Michigan
$32K +$898 +10 +3%
CT
1392
Colonial Trust
South Carolina
$31.6K -$628 -7 -2%
FCMT
1393
Founders Capital Management (Texas)
Texas
$29K – – –
HC
1394
Hoese & Co
Minnesota
$29K – – –
Cohen & Steers
1395
Cohen & Steers
New York
$28K – – –
NMG
1396
New Millennium Group
Utah
$27.9K – – –
ADL
1397
Asset Dedication LLC
California
$27K +$3.59K +40 +17%
TH
1398
TCTC Holdings
Texas
$26.5K -$18K -200 -41%
RA
1399
Rise Advisors
New York
$26.5K +$90 +1 +0.4%
TIM
1400
Tortoise Investment Management
New York
$25.4K – – –