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Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
1026
Joseph P. Lucia & Associates
New York
$13K
TFS
1027
TrustCore Financial Services
Tennessee
$13K
WOC
1028
West Oak Capital
California
$13K
FGAM
1029
Financial Gravity Asset Management
Texas
$11.7K +$1.35K +5 +14%
RIM
1030
Rockbridge Investment Management
New York
$11K -$1.62K -6 -13%
GWMIA
1031
Global Wealth Management Investment Advisory
Florida
$11K -$809 -3 -7%
TIM
1032
Tortoise Investment Management
New York
$11K
WLPWM
1033
Walled Lake Planning & Wealth Management
Illinois
$11K
WB
1034
Webster Bank
Connecticut
$11K
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
$11K +$10.8K +40 New
SIS
1036
Sound Income Strategies
Florida
$10.9K +$5.39K +20 +105%
RMC
1037
Resources Management Corp
Connecticut
$10K -$13.5K -50 -59%
SL
1038
Savior LLC
Massachusetts
$10K
SBL
1039
Sargent Bickham Lagudis
Colorado
$10K +$1.35K +5 +16%
AWM
1040
AllSquare Wealth Management
New York
$9K
RWM
1041
Raffa Wealth Management
District of Columbia
$8.67K +$1.35K +5 +19%
FFC
1042
First Financial Corp
Indiana
$8K
FRA
1043
Front Row Advisors
California
$8K
TVWM
1044
Tower View Wealth Management
Wisconsin
$8K
BCM
1045
Blume Capital Management
California
$8K +$7.55K +28 New
FP
1046
Financial Perspectives
Minnesota
$8K +$601K +2,230 +27,875%
PI
1047
PineBridge Investments
New York
$7K -$8.2M -30,390 -100%
SWA
1048
SOA Wealth Advisors
New York
$7K -$809 -3 -10%
SIC
1049
Salem Investment Counselors
North Carolina
$7K -$270 -1 -4%
ARIS
1050
Advanced Research Investment Solutions
California
$7K