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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
Manchester Capital Management
Vermont
$28K +$8.49K +203 +46%
ML
1002
McAdam LLC
Pennsylvania
$27K +$544 +13 +2%
SIS
1003
Sound Income Strategies
Florida
$27K +$9.41K +225 +59%
Financial Engines Advisors
1004
Financial Engines Advisors
California
$26K +$24.4K +584 New
1IA
1005
1834 Investment Advisors
Wisconsin
$25K -$26.6K -636 -53%
PCM
1006
Princeton Capital Management
New Jersey
$25K -$6.11K -146 -20%
BCI
1007
Brinker Capital Investments
Pennsylvania
$25K -$335 -8 -1%
CAL
1008
Capital Advisors Ltd
Ohio
$25K +$18K +430 +301%
CCM
1009
Cribstone Capital Management
Maine
$24K -$1.25K -30 -5%
RFA
1010
Reilly Financial Advisors
California
$24K -$335 -8 -1%
BAM
1011
Bruderman Asset Management
New York
$23K -$161K -3,844 -88%
CWM
1012
Catamount Wealth Management
Connecticut
$23K -$293 -7 -1%
BA
1013
Ballew Advisors
Mississippi
$21K -$293 -7 -1%
GCM
1014
Gables Capital Management
Florida
$21K -$293 -7 -1%
PR
1015
Payden & Rygel
California
$21K -$293 -7 -1%
BCA
1016
Bray Capital Advisors
Florida
$20K -$251 -6 -1%
RWA
1017
River Wealth Advisors
Pennsylvania
$20K -$251 -6 -1%
HWM
1018
Holloway Wealth Management
Florida
$20K
AWM
1019
AllSquare Wealth Management
New York
$20K +$11.3K +270 +155%
BWM
1020
Baystate Wealth Management
Massachusetts
$19K +$42 +1 +0.2%
OSAM
1021
O'Shaughnessy Asset Management
Connecticut
$19K +$1.04K +25 +6%
LA
1022
Legacy Advisors
Pennsylvania
$18K -$251 -6 -1%
MSA
1023
Marino Stram & Associates
Massachusetts
$18K +$13K +312 +325%
PCTC
1024
Perkins Coie Trust Company
Washington
$17K -$251 -6 -1%
AC
1025
Avestar Capital
New York
$17K +$878 +21 +5%