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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2076
Guidant Wealth Advisors
Illinois
$187K +$55K +1,000 +50%
IDBONY
2077
Israel Discount Bank of New York
New York
$184K
PWPS
2078
Pinnacle Wealth Planning Services
Ohio
$184K +$173K +3,140 New
LD
2079
Lipe & Dalton
New York
$178K +$11K +200 +7%
ARMC
2080
American Research & Management Company
Massachusetts
$177K +$53.9K +980 +48%
LFA
2081
Legacy Financial Advisors
Kentucky
$171K +$162K +2,940 New
WPW
2082
Winthrop Partners - WNY
New York
$166K +$116K +2,100 New
UOTTAIMCU
2083
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$164K +$154K +2,800 New
PO
2084
Private Ocean
California
$161K +$152K +2,760 New
TCM
2085
Tanaka Capital Management
New York
$158K
WC
2086
Whitnell & Co
Illinois
$153K +$24.2K +440 +20%
IFA
2087
Interactive Financial Advisors
Illinois
$150K +$141K +2,560 New
KLWA
2088
Kelly Lawrence W & Associates
California
$149K
CAL
2089
Capital Advisors Ltd
Ohio
$146K
DSN
2090
D. Scott Neal
Kentucky
$146K
LPIC
2091
LeJeune Puetz Investment Counsel
Michigan
$144K +$3.3K +60 +3%
BBA
2092
Braun-Bostich & Associates
Pennsylvania
$140K +$132K +2,400 New
VC
2093
Vestor Capital
Illinois
$136K
CIM
2094
Contravisory Investment Management
Massachusetts
$132K -$1.1K -20 -0.9%
LC
2095
Landaas & Company
Wisconsin
$131K
CIR
2096
Clear Investment Research
Georgia
$128K +$1.1K +20 +0.1%
MIC
2097
MU Investments Company
Japan
$125K -$44K -800 -28%
OPWM
2098
Oak Point Wealth Management
Michigan
$125K +$118K +2,140 New
EWM
2099
Endurance Wealth Management
Rhode Island
$123K +$55K +1,000 +91%
SPI
2100
Santori & Peters Inc
Pennsylvania
$121K +$100K +1,820 New