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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
676
Capital Advisors Ltd
Ohio
$19K +$12.4K +534 +259%
OIA
677
Optimum Investment Advisors
Illinois
$18K +$116 +5 +0.7%
NIC
678
Northwest Investment Counselors
Oregon
$18K +$16.3K +700 New
FHA
679
Flagship Harbor Advisors
Massachusetts
$17K -$71.4K -3,070 -82%
CA
680
Centerpoint Advisors
Massachusetts
$17K
SLF
681
Sun Life Financial
Ontario, Canada
$17K +$47 +2 +0.3%
CWM
682
Cranbrook Wealth Management
Michigan
$16K
LWANC
683
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
RIA
684
Realta Investment Advisors
Delaware
$15K -$105K -4,532 -88%
MCM
685
MV Capital Management
Maryland
$15K -$954 -41 -7%
CBT
686
Capital Bank & Trust
California
$15K +$4.65K +200 +50%
GSWM
687
Golden State Wealth Management
California
$14K
PW
688
Price Wealth
Texas
$14K
GWS
689
Glassman Wealth Services
Virginia
$14K +$1.16K +50 +11%
GAM
690
Gemmer Asset Management
California
$12K +$5.28K +227 +90%
WEC
691
Winslow Evans & Crocker
Massachusetts
$12K +$10K +430 New
RE
692
RBC Europe
United Kingdom
$11.6K
SIAS
693
Shine Investment Advisory Services
Colorado
$11K +$3.72K +160 +65%
IWA
694
Intercontinental Wealth Advisors
Texas
$11K +$9.79K +421 New
CB
695
Community Bank
New York
$10K
EWM
696
Edge Wealth Management
New York
$10K
SNT
697
Security National Trust
West Virginia
$10K
ADL
698
Asset Dedication LLC
California
$10K +$9.31K +400 New
AIM
699
Advantage Investment Management
Iowa
$9K -$2.79K -120 -25%
PO
700
Private Ocean
California
$9K