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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
301
Royal Fund Management
Florida
$37K
AWM
302
AllSquare Wealth Management
New York
$33K +$2.59K +35 +9%
AssetMark Inc
303
AssetMark Inc
California
$32K -$13.4K -181 -29%
OIA
304
OneDigital Investment Advisors
Kansas
$29K
OFS
305
Orrstown Financial Services
Pennsylvania
$27K +$6.29K +85 +30%
S
306
SignatureFD
Georgia
$25K +$25.2K +341 New
HNB
307
Huntington National Bank
Ohio
$22K -$22.2K -300 -50%
WOC
308
West Oak Capital
California
$20.4K -$3.7K -50 -15%
SPIA
309
Steward Partners Investment Advisory
New York
$20K
TL
310
TrueWealth LLC
Georgia
$19K
RCAG
311
Rehmann Capital Advisory Group
Michigan
$19K +$19.2K +259 New
ME
312
McIlrath & Eck
Washington
$18K
CG
313
Cutler Group
California
$18K +$7.4K +100 +64%
AP
314
Advisors Preferred
Maryland
$16K -$1.18K -16 -7%
PCM
315
Prelude Capital Management
New York
$14K -$119K -1,614 -90%
OC
316
Oakworth Capital
Alabama
$13K
CHP
317
Cable Hill Partners
Oregon
$11K
SSB
318
Sandy Spring Bank
Maryland
$10K
FPFS
319
First Personal Financial Services
North Carolina
$9K
MWM
320
MinichMacGregor Wealth Management
New York
$7K
IBOK
321
Independence Bank of Kentucky
Kentucky
$6K +$1.11K +15 +25%
GAM
322
Guinness Asset Management
United Kingdom
$5K
IA
323
IFP Advisors
Florida
$5K
VCM
324
Versant Capital Management
Arizona
$5K
FMA
325
FNY Managed Accounts
New York
$4K -$1.92K -26 -31%