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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1001
Pathway Financial Advisors
Vermont
$57K
KA
1002
Kaizen Advisory
Illinois
$56K -$1.13M -3,631 -95%
GBBWRPM
1003
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K
SIAP
1004
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K
SSB
1005
Sandy Spring Bank
Maryland
$54K -$2.79K -9 -4%
NIT
1006
NumerixS Investment Technologies
British Columbia, Canada
$54K
CG
1007
Cutler Group
California
$53K -$3.97M -12,802 -98%
GAM
1008
Gemmer Asset Management
California
$52K -$12.4K -40 -17%
IBOK
1009
Independence Bank of Kentucky
Kentucky
$52K +$4.97K +16 +9%
VCM
1010
Virtue Capital Management
Tennessee
$52K +$62.1K +200 New
SNT
1011
Security National Trust
West Virginia
$48K -$12.7K -41 -19%
IIC
1012
Integrated Investment Consultants
Michigan
$48K +$54.9K +177 New
VIA
1013
Vantage Investment Advisors
Pennsylvania
$47K -$6.83K -22 -11%
HFM
1014
Harvest Fund Management
China
$47K
CPA
1015
Clear Perspective Advisors
Illinois
$45K
CBT
1016
Capital Bank & Trust
California
$44K
CCM
1017
Covington Capital Management
California
$42K
SAM
1018
Shamrock Asset Management
Texas
$42K
GRP
1019
Global Retirement Partners
California
$42K +$27.6K +89 +139%
VCM
1020
Versant Capital Management
Arizona
$41K -$5.9K -19 -11%
FANJ
1021
Financial Architects (New Jersey)
New Jersey
$41K
HR
1022
Howe & Rusling
New York
$39K -$164K -527 -79%
AF
1023
Advisornet Financial
Minnesota
$38K -$91.6K -295 -68%
PGA
1024
Premia Global Advisors
Florida
$37K +$4.04K +13 +10%
OIA
1025
OneDigital Investment Advisors
Kansas
$36K