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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$14K +$17.2K +780 New
BAM
702
Barrett Asset Management
New York
$13K
FIB
703
First Interstate Bank
Montana
$13K
JFA
704
JNBA Financial Advisors
Minnesota
$13K
MWM
705
Mascoma Wealth Management
New Hampshire
$13K
PCFFS
706
Pacific Center for Financial Services
California
$13K
SNT
707
Security National Trust
West Virginia
$13K
MWM
708
MinichMacGregor Wealth Management
New York
$13K +$330 +15 +2%
CAL
709
Capital Analysts LLC
Pennsylvania
$13K +$16.5K +750 New
AWMS
710
Advocacy Wealth Management Services
Georgia
$12K
KPCM
711
Kings Point Capital Management
New York
$12K
CFD
712
Creative Financial Designs
Indiana
$12K +$11.5K +525 +350%
SFPIA
713
Stevens First Principles Investment Advisors
California
$12K +$14.8K +675 New
SQA
714
Simon Quick Advisors
New Jersey
$11K +$13.2K +600 New
ADL
715
Asset Dedication LLC
California
$10K -$1.32K -60 -11%
TCA
716
Tortoise Capital Advisors
Kansas
$10K -$660 -30 -5%
RCC
717
Red Cedar Capital
Nebraska
$10K
CPA
718
Clear Perspective Advisors
Illinois
$10K +$12.9K +585 New
BCI
719
Brinker Capital Investments
Pennsylvania
$9K
HWM
720
Holloway Wealth Management
Florida
$9K
NC
721
NewSquare Capital
Pennsylvania
$9K
HFP
722
Holistic Financial Partners
Indiana
$8K -$18.5K -840 -65%
CFG
723
CKW Financial Group
Hawaii
$8K
DOA
724
D'Orazio & Associates
Virginia
$8K
FFW
725
Fusion Family Wealth
New York
$8K