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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1426
Gemmer Asset Management
California
$91K +$50.1K +601 +124%
WOC
1427
West Oak Capital
California
$90.4K -$29.2K -350 -25%
NC
1428
NewSquare Capital
Pennsylvania
$90K – – –
HI
1429
Human Investing
Oregon
$89K +$87.8K +1,054 New
WCM
1430
Whitener Capital Management
North Carolina
$88K -$9.99K -120 -10%
LFA
1431
Legacy Financial Advisors
Kentucky
$88K +$50.5K +606 +136%
CPA
1432
Cowen Prime Advisors
New York
$87K – – –
LWM
1433
Lenox Wealth Management
Ohio
$87K +$2.25K +27 +3%
AIM
1434
Arcadia Investment Management
Michigan
$84K -$36.1K -434 -30%
CG
1435
Cutler Group
California
$84K – – –
WCM
1436
WealthBridge Capital Management
Ohio
$84K +$83.6K +1,004 New
ME
1437
McIlrath & Eck
Washington
$83K +$22.9K +275 +38%
OIA
1438
OneDigital Investment Advisors
Kansas
$83K +$82.4K +989 New
FPS
1439
Fieldpoint Private Securities
Connecticut
$82K +$2.75K +33 +4%
ACS
1440
Archford Capital Strategies
Illinois
$82K +$8.33K +100 +11%
WAP
1441
Wealthcare Advisory Partners
Pennsylvania
$81K -$16.7K -200 -17%
DSC
1442
Duncker Streett & Co
Missouri
$76K – – –
NPP
1443
New Potomac Partners
Maryland
$76K – – –
PCP
1444
Proficio Capital Partners
Massachusetts
$76K +$15K +180 +25%
BCI
1445
Brinker Capital Investments
Pennsylvania
$75K +$2.33K +28 +3%
RWM
1446
Raffa Wealth Management
District of Columbia
$74.5K – – –
IBOK
1447
Independence Bank of Kentucky
Kentucky
$73K – – –
AWM
1448
AllSquare Wealth Management
New York
$71K – – –
BWM
1449
Baystate Wealth Management
Massachusetts
$71K – – –
LFASL
1450
Lugano Financial Advisors SA (LFA)
Switzerland
$70K – – –
56 57
58
59 60