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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1001
Winch Advisory Services
Wisconsin
$9K
LS
1002
Livforsakringsbolaget Skandia
Sweden
$8.7K -$17.9M -60,290 -66%
AC
1003
Alexandria Capital
Virginia
$7K
CFG
1004
Citizens Financial Group
Rhode Island
$7K
PRS
1005
Pinkerton Retirement Specialists
Idaho
$7K +$1.78K +6 +33%
PWM
1006
Perigon Wealth Management
California
$7K +$7.11K +24 New
AWM
1007
AllSquare Wealth Management
New York
$6K -$2.96K -10 -31%
GAM
1008
Guinness Asset Management
United Kingdom
$6K +$5.93K +20 New
CAL
1009
Capital Advisors Ltd
Ohio
$5K
VWM
1010
Valley Wealth Managers
New Jersey
$5K +$4.74K +16 New
NSIM
1011
North Star Investment Management
Illinois
$4K
SIG
1012
Stanford Investment Group
California
$4K
TWMP
1013
Taylor Wealth Management Partners
Massachusetts
$4K
DPA
1014
Delphi Private Advisors
California
$3K -$1.19K -4 -29%
OC
1015
Oakworth Capital
Alabama
$3K
SBL
1016
Sargent Bickham Lagudis
Colorado
$3K +$3.26K +11 New
JT
1017
Jump Trading
Illinois
$2K -$177K -596 -99%
PFSC
1018
Peoples Financial Services Corp
Pennsylvania
$2K
QAM
1019
QCI Asset Management
New York
$2K
WB
1020
Webster Bank
Connecticut
$2K +$1.78K +6 New
HTHT
1021
Hemenway Trust Hemenway Trust
New Hampshire
$2K +$2.37K +8 New
RWM
1022
Raffa Wealth Management
District of Columbia
$1.42K
TFA
1023
Transamerica Financial Advisors
Florida
$1K
Capstone Investment Advisors
1024
Capstone Investment Advisors
New York
$1K +$1.78K +6 New
BFM
1025
Boothbay Fund Management
New York
$524 +$71.4K +241 +15%