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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1001
Gryphon Financial Partners
Ohio
$57K -$7.76K -25 -11%
MA
1002
MCF Advisors
Kentucky
$57K – – –
PFA
1003
Pathway Financial Advisors
Vermont
$57K – – –
KA
1004
Kaizen Advisory
Illinois
$56K -$1.13M -3,631 -95%
GBBWRPM
1005
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K – – –
SIAP
1006
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K – – –
SSB
1007
Sandy Spring Bank
Maryland
$54K -$2.79K -9 -4%
NIT
1008
NumerixS Investment Technologies
British Columbia, Canada
$54K – – –
CG
1009
Cutler Group
California
$53K -$3.97M -12,802 -98%
GAM
1010
Gemmer Asset Management
California
$52K -$12.4K -40 -17%
IBOK
1011
Independence Bank of Kentucky
Kentucky
$52K +$4.97K +16 +9%
VCM
1012
Virtue Capital Management
Tennessee
$52K +$62.1K +200 New
SNT
1013
Security National Trust
West Virginia
$48K -$12.7K -41 -19%
IIC
1014
Integrated Investment Consultants
Michigan
$48K +$54.9K +177 New
VIA
1015
Vantage Investment Advisors
Pennsylvania
$47K -$6.83K -22 -11%
HFM
1016
Harvest Fund Management
China
$47K – – –
CPA
1017
Clear Perspective Advisors
Illinois
$45K – – –
CBT
1018
Capital Bank & Trust
California
$44K – – –
CCM
1019
Covington Capital Management
California
$42K – – –
SAM
1020
Shamrock Asset Management
Texas
$42K – – –
GRP
1021
Global Retirement Partners
California
$42K +$27.6K +89 +139%
VCM
1022
Versant Capital Management
Arizona
$41K -$5.9K -19 -11%
FANJ
1023
Financial Architects (New Jersey)
New Jersey
$41K – – –
HR
1024
Howe & Rusling
New York
$39K -$164K -527 -79%
AF
1025
Advisornet Financial
Minnesota
$38K -$91.6K -295 -68%