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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
676
Optimum Investment Advisors
Illinois
$14K – – –
PMFA
677
Plante Moran Financial Advisors
Michigan
$14K – – –
IPC
678
Independent Portfolio Consultants
Florida
$14K +$3.94K +132 +35%
IWMPD
679
Integrated Wealth Management (Palm Desert)
California
$13K +$14.9K +497 New
GAM
680
Gemmer Asset Management
California
$12K +$2.93K +98 +28%
SIA
681
Stancorp Investment Advisers
Oregon
$10K -$12.7K -425 -54%
WT
682
Whittier Trust
California
$10K -$10K -335 -46%
JIC
683
Joel Isaacson & Co
New York
$10K -$478 -16 -4%
RA
684
Rational Advisors
New York
$9K -$6.34K -212 -40%
AF
685
Arrow Financial
New York
$9K +$9.51K +318 New
GWM
686
Gupta Wealth Management
California
$8K +$8.61K +288 New
MWAN
687
Mariner Wealth Advisors (NYC)
Kansas
$8K +$8.88K +297 New
GI
688
Gradient Investments
Minnesota
$8K +$9.21K +308 New
KT
689
Kanaly Trust
Texas
$6K +$897 +30 +15%
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$6K +$7.08K +237 New
BRWM
691
B. Riley Wealth Management
Tennessee
$5K -$123K -4,100 -95%
FANJ
692
Financial Architects (New Jersey)
New Jersey
$5K -$13.6K -456 -71%
TFO
693
Tarbox Family Office
California
$5K -$777 -26 -12%
CAW
694
Cornerstone Advisors (Washington)
Washington
$5K +$269 +9 +5%
ZB
695
Zions Bancorporation
Utah
$5K +$5.86K +196 New
FWM
696
Focused Wealth Management
New York
$3K -$29.9K -1,000 -91%
MCM
697
MV Capital Management
Maryland
$3K -$28.8K -964 -88%
CIM
698
Cambria Investment Management
California
$3K – – –
CHC
699
City Holding Co
West Virginia
$3K – – –
QI
700
Qualcomm Inc
California
$3K – – –
26 27
28
29 30