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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1701
Guidant Wealth Advisors
Illinois
$47K – – –
SAM
1702
Shamrock Asset Management
Texas
$47K – – –
WA
1703
WealthTrust-Arizona
Arizona
$46K – – –
CIA
1704
Cascade Investment Advisors
Oregon
$42.4K – – –
HFM
1705
Harvest Fund Management
China
$42K -$136K -782 -76%
Loomis, Sayles & Company
1706
Loomis, Sayles & Company
Massachusetts
$42K – – –
AWM
1707
AllSquare Wealth Management
New York
$42K +$41.4K +239 New
LA
1708
Legacy Advisors
Pennsylvania
$37K +$4.85K +28 +15%
BWL
1709
Bogart Wealth LLC
Virginia
$37K +$35.9K +207 New
RAM
1710
Riggs Asset Management
Pennsylvania
$34K – – –
DSN
1711
D. Scott Neal
Kentucky
$31K – – –
ST
1712
Sageworth Trust
Pennsylvania
$31K – – –
PRS
1713
Pinkerton Retirement Specialists
Idaho
$29K – – –
WCM
1714
Wealthcare Capital Management
Virginia
$28K +$347 +2 +1%
SIAS
1715
Shine Investment Advisory Services
Colorado
$26K +$20.6K +119 +410%
AFIA
1716
America First Investment Advisors
Nebraska
$24K – – –
CFD
1717
Creative Financial Designs
Indiana
$24K – – –
AA
1718
AlphaMark Advisors
Kentucky
$23K – – –
WIM
1719
Westside Investment Management
California
$21.4K – – –
AWMS
1720
Advocacy Wealth Management Services
Georgia
$21K – – –
WAM
1721
Watermark Asset Management
California
$18K – – –
HH
1722
HWG Holdings
Texas
$17K – – –
NC
1723
NewSquare Capital
Pennsylvania
$15K – – –
TDC
1724
Thompson Davis & Co
Virginia
$14K -$9.88K -57 -42%
PS
1725
Portfolio Solutions
Michigan
$13K -$215K -1,238 -95%