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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1951
Optas LLC
Texas
$863K +$80.6K +308 +11%
CEI
1952
Clark Estates Inc
New York
$862K – – –
HAS
1953
HBW Advisory Services
California
$861K +$2.62K +10 +0.3%
I2I
1954
Insight 2811 Inc
Illinois
$860K -$26.4K -101 -3%
SPL
1955
Smart Portfolios LLC
Washington
$859K -$53.7K -205 -6%
SN
1956
Sittner & Nelson
Oregon
$859K -$45.8K -175 -5%
BFG
1957
Bouchey Financial Group
New York
$859K -$21.5K -82 -3%
LPAM
1958
Lodestar Private Asset Management
California
$859K +$280K +1,070 +54%
UB
1959
Umpqua Bank
Oregon
$858K -$24.1K -92 -3%
Capital Markets Trading (UK)
1960
Capital Markets Trading (UK)
United Kingdom
$857K -$29.3K -112 -4%
HAC
1961
Harbor Advisory Corp
New Hampshire
$857K – – –
SL
1962
Salomon & Ludwin
Virginia
$855K +$347K +1,327 +81%
AMG
1963
Asset Management Group
Connecticut
$854K +$2.36K +9 +0.3%
CHA
1964
Cooper/Haims Advisors
New York
$854K +$38.7K +148 +5%
EPW
1965
Endeavor Private Wealth
Kansas
$853K +$791K +3,023 New
MFS
1966
Mattson Financial Services
Michigan
$852K +$790K +3,018 New
CFA
1967
Camarda Financial Advisors
Florida
$851K +$790K +3,017 New
CFFP
1968
Center for Financial Planning
Michigan
$851K – – –
KLWA
1969
Kelly Lawrence W & Associates
California
$849K – – –
OPCM
1970
Osborne Partners Capital Management
California
$848K – – –
HTIM
1971
Harbour Trust & Investment Management
Indiana
$848K -$6.28K -24 -0.8%
RZH
1972
Relyea Zuckerberg Hanson
Connecticut
$847K -$4.19K -16 -0.5%
LI
1973
LVZ Inc
Michigan
$847K – – –
MIC
1974
Maxi Investments CY
Cyprus
$846K -$262K -1,000 -25%
HR
1975
Howe & Rusling
New York
$846K -$53.9K -206 -6%