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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
851
Financial Gravity Asset Management
Texas
$109K -$24.2K -104 -18%
CFA
852
Carroll Financial Associates
North Carolina
$105K -$1.4K -6 -1%
LPIC
853
LeJeune Puetz Investment Counsel
Michigan
$105K – – –
DWA
854
Dougherty Wealth Advisers
Minnesota
$100K – – –
SFSIG
855
San Francisco Sentry Investment Group
California
$98K – – –
RFWA
856
RPg Family Wealth Advisory
Massachusetts
$97.1K – – –
CLOS
857
Compagnie Lombard Odier SCmA
Switzerland
$94K – – –
GWS
858
Glassman Wealth Services
Virginia
$93K -$233 -1 -0.2%
BWP
859
Baldwin Wealth Partners
Massachusetts
$93K – – –
ADL
860
Asset Dedication LLC
California
$92K -$4.89K -21 -5%
TSW
861
Thompson Siegel & Walmsley
Virginia
$92K – – –
RA
862
Rational Advisors
New York
$86K -$33.5K -144 -28%
HPC
863
HM Payson & Co
Maine
$85K -$145K -624 -63%
AssetMark Inc
864
AssetMark Inc
California
$84K +$10.5K +45 +14%
OIA
865
Optimum Investment Advisors
Illinois
$83K -$34.9K -150 -30%
LWM
866
Lenox Wealth Management
Ohio
$83K +$44.2K +190 +114%
PCTC
867
Perkins Coie Trust Company
Washington
$81K – – –
FCA
868
FinTrust Capital Advisors
South Carolina
$79K +$21.2K +91 +37%
AIM
869
AIA Investment Management
Singapore
$79K +$79.2K +340 New
AIC
870
Archer Investment Corporation
Indiana
$76K +$6.05K +26 +9%
SQA
871
Simon Quick Advisors
New Jersey
$75K +$9.78K +42 +15%
PMFA
872
Plante Moran Financial Advisors
Michigan
$72K +$9.55K +41 +15%
SIAS
873
Shine Investment Advisory Services
Colorado
$68K – – –
CHC
874
City Holding Co
West Virginia
$64K – – –
SIM
875
Sonora Investment Management
Arizona
$64K – – –