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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1276
Smith Group Asset Management
Texas
$11K -$43.6K -970 -82%
SMG
1277
Spectrum Management Group
Indiana
$11K +$9.66K +215 New
AIL
1278
AGF Investments LLC
Ontario, Canada
$10K +$8.99K +200 New
GWS
1279
Glassman Wealth Services
Virginia
$8K -$449 -10 -6%
PWM
1280
Perigon Wealth Management
California
$8K – – –
OSAM
1281
O'Shaughnessy Asset Management
Connecticut
$8K +$7.5K +167 New
HS
1282
Horan Securities
United States
$7K – – –
SIA
1283
Sit Investment Associates
Minnesota
$7K – – –
NC
1284
NewSquare Capital
Pennsylvania
$6K – – –
LWA
1285
Lowe Wealth Advisors
Maryland
$6K +$5.26K +117 New
VNA
1286
Valley National Advisers
Pennsylvania
$5K -$4.9K -109 -51%
PRS
1287
Pinkerton Retirement Specialists
Idaho
$5K – – –
PSC
1288
Prentiss Smith & Co
Vermont
$5K – – –
RAM
1289
Riggs Asset Management
Pennsylvania
$5K – – –
LWM
1290
Lenox Wealth Management
Ohio
$3K -$1.17K -26 -30%
IF
1291
Ironwood Financial
Arizona
$3K – – –
AWM
1292
AllSquare Wealth Management
New York
$3K +$2.25K +50 New
CIM
1293
Contravisory Investment Management
Massachusetts
$3K +$2.43K +54 New
CS
1294
Credential Securities
$2.5K – – –
GBBWRPM
1295
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K – – –
TCA
1296
Tortoise Capital Advisors
Kansas
$1K – – –
IWMA
1297
Ironwood Wealth Management (Arizona)
Arizona
$1K +$449 +10 New
FBT
1298
First Bank & Trust
South Dakota
$1K +$584 +13 New
TCM
1299
Tetrem Capital Management
Manitoba, Canada
– -$33.7M -765,554 Closed
MSE
1300
MUFG Securities EMEA
United Kingdom
– -$26.4M -600,000 Closed
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