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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
801
Optimum Investment Advisors
Illinois
$26K -$2.52K -15 -9%
HS
802
Horan Securities
United States
$26K
MWM
803
Mascoma Wealth Management
New Hampshire
$26K
PCM
804
Princeton Capital Management
New Jersey
$26K
BCA
805
Bray Capital Advisors
Florida
$24K
TAIM
806
TD Ameritrade Investment Management
Nebraska
$24K +$19.2K +114 +407%
PCTC
807
Perkins Coie Trust Company
Washington
$23K +$2.69K +16 +13%
BL
808
Balentine LLC
Georgia
$22K +$8.24K +49 +64%
VNA
809
Valley National Advisers
Pennsylvania
$21K -$1.77M -10,502 -99%
EDRH
810
Edmond de Rothschild Holding
Switzerland
$21K
ST
811
Sageworth Trust
Pennsylvania
$21K
WAP
812
Wealthcare Advisory Partners
Pennsylvania
$21K
GEA
813
Glen Eagle Advisors
New Jersey
$20.2K
MAM
814
Marquette Asset Management
Minnesota
$20K
PCFFS
815
Pacific Center for Financial Services
California
$19K
OC
816
Oakworth Capital
Alabama
$18K +$16.8K +100 New
CYG
817
Clean Yield Group
Vermont
$18K +$18K +107 New
CIA
818
Cascade Investment Advisors
Oregon
$17.2K
SQA
819
Simon Quick Advisors
New Jersey
$17.2K
AA
820
AlphaMark Advisors
Kentucky
$17K
W
821
WealthStone
Ohio
$16.2K +$15.8K +94 New
TL
822
TrueWealth LLC
Georgia
$15K +$7.23K +43 +100%
FGAM
823
Financial Gravity Asset Management
Texas
$14K -$14K -83 -51%
GWS
824
Glassman Wealth Services
Virginia
$14K
SMFS
825
Squar Milner Financial Services
California
$13K -$9.58K -57 -44%