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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$17K
HR
302
Howe & Rusling
New York
$15K
GAM
303
Gemmer Asset Management
California
$15K +$3.43K +26 +29%
WCM
304
Wealthcare Capital Management
Virginia
$14K
GRP
305
Global Retirement Partners
California
$13K -$13.2K -100 -50%
BC
306
Bartlett & Co
Ohio
$13K
CAC
307
Certified Advisory Corp
Florida
$13K
HT
308
Heritage Trust
Oklahoma
$13K
GEA
309
Glen Eagle Advisors
New Jersey
$13K
BCWM
310
Bartlett & Co Wealth Management
Ohio
$12.9K
SWA
311
Sutton Wealth Advisors
Florida
$12.9K
RIA
312
RPG Investment Advisory
California
$12K -$6.59K -50 -34%
OFW
313
Omnia Family Wealth
Florida
$12K
TL
314
TrueWealth LLC
Georgia
$12K
WC
315
Whitnell & Co
Illinois
$12K
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$11K -$8.96K -68 -45%
OIA
317
OneDigital Investment Advisors
Kansas
$11K -$1.32K -10 -11%
AAP
318
Arax Advisory Partners
Colorado
$11K
CPIG
319
Chicago Partners Investment Group
Illinois
$10K
TFS
320
TrustCore Financial Services
Tennessee
$10K +$4.88K +37 +90%
PMFA
321
Plante Moran Financial Advisors
Michigan
$8K -$1.45K -11 -15%
Macquarie Group
322
Macquarie Group
Australia
$7K
LNB
323
Ledyard National Bank
$6K
LFG
324
LifePlan Financial Group
Ohio
$6K
WTC
325
WhitTier Trust Company
Nevada
$5K -$29.8K -226 -86%