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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1526
Alpha Omega Wealth Management
Virginia
$108K
SFPIA
1527
Stevens First Principles Investment Advisors
California
$103K
IUHSA
1528
Itau Unibanco Holding S.A.
Brazil
$103K +$65.1K +400 +199%
MFW
1529
Mosaic Family Wealth
Missouri
$99K
PMFA
1530
Plante Moran Financial Advisors
Michigan
$94K -$5.04K -31 -5%
MIFH
1531
Migdal Insurance & Financial Holdings
Israel
$90K -$329K -2,024 -80%
VIM
1532
Veritas Investment Management
United Kingdom
$90K
PCP
1533
Proficio Capital Partners
Massachusetts
$89K -$57.6K -354 -41%
SIAS
1534
Shine Investment Advisory Services
Colorado
$89K +$83.6K +514 New
MCIA
1535
Mountain Capital Investment Advisors
Colorado
$89K +$83.8K +515 New
AC
1536
Alexandria Capital
Virginia
$88K -$13.5K -83 -14%
PFGIA
1537
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$34.8K +214 +71%
MIC
1538
MU Investments Company
Japan
$83K -$26K -160 -25%
PRS
1539
Pinkerton Retirement Specialists
Idaho
$76K +$72.2K +444 New
RBC
1540
Roble Belko & Company
Pennsylvania
$75K
IR
1541
Invictus RG
Bermuda
$73K -$337K -2,074 -83%
TIM
1542
Tortoise Investment Management
New York
$72K +$31.9K +196 +89%
CAW
1543
Cornerstone Advisors (Washington)
Washington
$71K -$32.2K -198 -32%
LF
1544
Lee Financial
Texas
$71K +$51.1K +314 +314%
AIM
1545
Acrospire Investment Management
Illinois
$69K -$32.5K -200 -33%
BCM
1546
Blume Capital Management
California
$69K
GEA
1547
Glen Eagle Advisors
New Jersey
$68.9K +$3.09K +19 +5%
CPP
1548
Crow Point Partners
Massachusetts
$67K
WA
1549
Winfield Associates
Ohio
$66K
AWM
1550
AllSquare Wealth Management
New York
$62K +$2.28K +14 +4%