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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$492K -$425 -8 -0.1%
GAAM
702
Guinness Atkinson Asset Management
California
$492K +$47.6K +896 +11%
IAA
703
Ironsides Asset Advisors
North Carolina
$491K
PFS
704
Physicians Financial Services
North Carolina
$489K -$31.8K -600 -6%
NB
705
Nicolet Bankshares
Wisconsin
$484K -$3.98K -75 -0.8%
FA
706
FDx Advisors
Illinois
$484K +$70.6K +1,330 +17%
EI
707
Ethic Inc
New York
$482K +$483K +9,108 New
ACA
708
Ackerman Capital Advisors
Texas
$476K
DI
709
Diligent Investors
California
$476K
DIM
710
DC Investments Management
Virginia
$472K -$15K -283 -3%
RIM
711
Rampart Investment Management
Connecticut
$472K +$21K +396 +5%
IPW
712
Inlet Private Wealth
Florida
$471K
LWAC
713
Laurel Wealth Advisors (California)
California
$468K -$23K -433 -5%
WSC
714
Wellington Shields & Co
New York
$468K +$470K +8,856 New
VFA
715
Valeo Financial Advisors
Indiana
$464K -$16.5K -310 -3%
RCM
716
RNC Capital Management
California
$462K
JG
717
Jefferies Group
New York
$461K +$170K +3,212 +58%
MCM
718
Manchester Capital Management
Vermont
$460K
HWMG
719
Hurlow Wealth Management Group
Indiana
$458K
PP
720
Parplus Partners
New York
$458K +$459K +8,649 New
APP
721
Avantax Planning Partners
Iowa
$456K +$6K +113 +1%
SW
722
SkyOak Wealth
Michigan
$456K +$458K +8,622 New
CBU
723
CIBC Bank USA
Illinois
$455K
HF
724
HRT Financial
New York
$455K +$151K +2,837 +49%
SNT
725
Security National Trust
West Virginia
$451K