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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
701
RPG Investment Advisory
California
$35K – – –
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K -$24.6K -177 -42%
GFP
703
Gryphon Financial Partners
Ohio
$34K – – –
CAC
704
Certified Advisory Corp
Florida
$33K – – –
ATC
705
Adirondack Trust Company
New York
$28K – – –
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$27K -$16.8K -121 -37%
AA
708
AlphaMark Advisors
Kentucky
$27K – – –
MBT
709
Monroe Bank & Trust
Michigan
$27K – – –
NSB
710
Norway Savings Bank
Maine
$27K – – –
OSNBOA
711
Old Second National Bank of Aurora
Illinois
$27K – – –
MCWS
712
McKinley Carter Wealth Services
West Virginia
$27K +$27.8K +200 New
ADL
713
Asset Dedication LLC
California
$25K – – –
H
714
Hexavest
Quebec, Canada
$25K – – –
WDL
715
Well Done LLC
Michigan
$25K +$25.7K +185 New
LNB
716
Ledyard National Bank
$24K -$27.8K -200 -53%
WOC
717
West Oak Capital
California
$23.3K – – –
M
718
MOTCO
Texas
$23K – – –
OIA
719
Optimum Investment Advisors
Illinois
$22K +$22.9K +165 New
GWA
720
Guidant Wealth Advisors
Illinois
$20K – – –
MWM
721
Mascoma Wealth Management
New Hampshire
$20K – – –
PGWM
722
Parisi Gray Wealth Management
New Jersey
$20K – – –
PCM
723
Princeton Capital Management
New Jersey
$20K +$20.9K +150 New
PCIA
724
Prime Capital Investment Advisors
Kansas
$19K +$16.4K +118 +492%
DWM
725
Destination Wealth Management
California
$19K +$19K +137 New