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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
701
Global Retirement Partners
California
$17K -$2.32K -59 -12%
BWA
702
Burt Wealth Advisors
Maryland
$17K
GWA
703
Guidant Wealth Advisors
Illinois
$17K
PFBT
704
Parkside Financial Bank & Trust
Missouri
$17K +$945 +24 +6%
BL
705
Balentine LLC
Georgia
$17K +$16.8K +428 New
NIC
706
Northwest Investment Counselors
Oregon
$17K +$17.2K +438 New
GAM
707
Gemmer Asset Management
California
$16K +$2.32K +59 +17%
TIM
708
Tortoise Investment Management
New York
$15K
VCM
709
Versant Capital Management
Arizona
$15K
HCC
710
Hirtle Callaghan & Co
Pennsylvania
$14K -$3.35K -85 -20%
RI
711
Redwood Investments
Massachusetts
$14K
OC
712
Oakworth Capital
Alabama
$13K
BWM
713
Baystate Wealth Management
Massachusetts
$13K +$6.65K +169 +118%
CAL
714
Capital Advisors Ltd
Ohio
$13K +$12.5K +317 New
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
BFEC
716
Benjamin F. Edwards & Company
Missouri
$11K
CHC
717
City Holding Co
West Virginia
$11K
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$11K
VCM
719
Vigilant Capital Management
Maine
$11K
IDBONY
720
Israel Discount Bank of New York
New York
$10K -$27K -685 -74%
MA
721
MCF Advisors
Kentucky
$10K
NEAM
722
New England Asset Management
Connecticut
$10K
BWP
723
Baldwin Wealth Partners
Massachusetts
$9K
VIA
724
Vantage Investment Advisors
Pennsylvania
$9K
IWM
725
IHT Wealth Management
Illinois
$9K +$5.71K +145 +22%