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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
576
Optimal Asset Management
California
$12.5K +$9.21M +155,386 +140%
JPLA
577
Joseph P. Lucia & Associates
New York
$12K
FHA
578
Flagship Harbor Advisors
Massachusetts
$12K +$119 +2 +0.8%
CFFP
579
Center for Financial Planning
Michigan
$12K +$15.2K +256 New
SLF
580
Sun Life Financial
Ontario, Canada
$11K -$619K -10,450 -98%
CFA
581
Carroll Financial Associates
North Carolina
$11K
SC
582
Solstein Capital
California
$11K +$5.45K +92 +69%
TL
583
TrueWealth LLC
Georgia
$10K -$711 -12 -5%
CCM
584
Cribstone Capital Management
Maine
$10K
TC
585
Trust Company
Kansas
$10K +$11.9K +200 +1,667%
VCM
586
Versant Capital Management
Arizona
$9K -$4.38K -74 -27%
NSIM
587
North Star Investment Management
Illinois
$9K
PAI
588
Pittenger & Anderson Inc
Nebraska
$9K
AIL
589
AGF Investments LLC
Ontario, Canada
$9K +$948 +16 +9%
FFC
590
First Financial Corp
Indiana
$9K +$11.9K +200 New
LC
591
Lindbrook Capital
California
$8K -$1.42K -24 -13%
BBA
592
Braun-Bostich & Associates
Pennsylvania
$8K
HIA
593
Harbor Investment Advisory
Maryland
$8K
TIM
594
Tortoise Investment Management
New York
$8K
SMFS
595
Squar Milner Financial Services
California
$8K +$1.07K +18 +11%
AF
596
Allworth Financial
California
$8K +$9.96K +168 New
WQ
597
Wealth Quarterback
New Jersey
$7.05K -$1.52M -25,672 -99%
IBOK
598
Independence Bank of Kentucky
Kentucky
$7K -$119K -2,000 -93%
PCG
599
Private Capital Group
Connecticut
$7K
SIC
600
Salem Investment Counselors
North Carolina
$7K