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Name Holding Trade Value Shares
Change
Change in
Stake
CJA
1401
C-J Advisory
California
$12K – – –
AWA
1402
Acorn Wealth Advisors
Michigan
$11K – – –
ST
1403
Sageworth Trust
Pennsylvania
$10K +$9.5K +144 New
CIA
1404
Cascade Investment Advisors
Oregon
$9.97K – – –
GTAM
1405
Global Trust Asset Management
Florida
$9K – – –
MYIA
1406
Mount Yale Investment Advisors
Colorado
$8K +$7.52K +114 New
BWA
1407
BDO Wealth Advisors
Florida
$8K +$8.05K +122 New
AP
1408
Atwood & Palmer
Missouri
$7K – – –
FPB
1409
First PREMIER Bank
South Dakota
$6K – – –
SLF
1410
Sun Life Financial
Ontario, Canada
$5.92K -$164K -2,482 -86%
IP
1411
Isthmus Partners
Wisconsin
$5K – – –
PS
1412
Portfolio Strategies
New York
$5K – – –
TIM
1413
Tortoise Investment Management
New York
$5K – – –
ECM
1414
Exchange Capital Management
Michigan
$5K +$4.75K +72 New
SC
1415
Sawyer & Company
Massachusetts
$4K – – –
MGIA
1416
Moneta Group Investment Advisors
Missouri
$4K +$2.05K +31 +135%
HR
1417
Howe & Rusling
New York
$3K -$152K -2,304 -98%
AF
1418
Allworth Financial
California
$3K -$264 -4 -8%
ACM
1419
Armbruster Capital Management
New York
$3K – – –
SCA
1420
Stuart Chaussee & Associates
California
$3K – – –
THWM
1421
Taylor Hoffman Wealth Management
Virginia
$3K – – –
JWA
1422
JFS Wealth Advisors
Pennsylvania
$3K +$1.39K +21 +78%
RBC
1423
Roble Belko & Company
Pennsylvania
$2K – – –
WAM
1424
Watermark Asset Management
California
$2K – – –
FMP
1425
Financial Management Professionals
Texas
$1K – – –