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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1101
Hartford Financial Management
Connecticut
$18K – – –
AL
1102
ADE LLC
Maryland
$18K +$18.3K +100 New
BBL
1103
Beck Bode LLC
Massachusetts
$18K +$18.3K +100 New
FP
1104
Financial Perspectives
Minnesota
$18K – – –
MRCM
1105
M&R Capital Management
New Jersey
$17K – – –
ZB
1106
Zions Bancorporation
Utah
$17K +$5.11K +28 +41%
POIA
1107
Pin Oak Investment Advisors
Texas
$15K – – –
FA
1108
Financial Avengers
California
$14K +$183 +1 +1%
HWMA
1109
Heritage Wealth Management (Arizona)
Arizona
$13K -$18.1K -99 -59%
HCM
1110
Highlander Capital Management
New Jersey
$13K -$13.7K -75 -50%
AW
1111
Alaethes Wealth
Nevada
$13K +$13.7K +75 New
BMD
1112
Better Money Decisions
New Mexico
$12K – – –
JWA
1113
JFS Wealth Advisors
Pennsylvania
$12K – – –
TSW
1114
Thompson Siegel & Walmsley
Virginia
$12K – – –
LS
1115
Leelyn Smith
Illinois
$11K -$73.2K -401 -87%
FPS
1116
Fieldpoint Private Securities
Connecticut
$11K -$8.21K -45 -41%
FI
1117
FormulaFolio Investments
Michigan
$11K – – –
VRM
1118
Vectors Research Management
New York
$11K +$11K +60 New
KFS
1119
Kelly Financial Services
Massachusetts
$10.7K – – –
TC
1120
Truvestments Capital
Florida
$10K -$17.5K -96 -64%
CCM
1121
Copeland Capital Management
Pennsylvania
$10K – – –
EARNEST Partners
1122
EARNEST Partners
Georgia
$10K – – –
NFSG
1123
Newbridge Financial Services Group
Florida
$10K – – –
CP
1124
Castleview Partners
Texas
$10K +$9.86K +54 New
IBOK
1125
Independence Bank of Kentucky
Kentucky
$10K +$10K +55 New