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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1901
Oakview Capital Management
Texas
$34K – – –
CFN
1902
Cordasco Financial Network
Florida
$32K +$454 +14 +2%
AA
1903
AlphaMark Advisors
Kentucky
$31K +$3.24K +100 +12%
DPA
1904
Delphi Private Advisors
California
$30K -$15.9K -491 -36%
TJHA
1905
Thomas J. Herzfeld Advisors
Florida
$24K +$195 +6 +0.9%
CAL
1906
Capital Advisors Ltd
Ohio
$21K -$23.4K -721 -53%
PS
1907
Portfolio Solutions
Michigan
$20K +$19.4K +597 New
FMA
1908
FNY Managed Accounts
New York
$20K +$19.5K +600 New
AWM
1909
AllSquare Wealth Management
New York
$19K – – –
DSI
1910
Daiwa SB Investments
Japan
$19K +$6.49K +200 +57%
UWPG
1911
Ullmann Wealth Partners Group
Florida
$18K +$17.4K +535 New
TWMP
1912
Taylor Wealth Management Partners
Massachusetts
$16K – – –
ECM
1913
Exchange Capital Management
Michigan
$14K – – –
MCM
1914
MV Capital Management
Maryland
$14K – – –
PRS
1915
Pinkerton Retirement Specialists
Idaho
$13K -$150K -4,622 -93%
IAS
1916
INR Advisory Services
Pennsylvania
$13K +$5.9K +182 +91%
CWM
1917
Catamount Wealth Management
Connecticut
$11K – – –
HWM
1918
Holloway Wealth Management
Florida
$11K – – –
LYV
1919
Live Your Vision
Pennsylvania
$11K – – –
RFWA
1920
RPg Family Wealth Advisory
Massachusetts
$11K +$10.5K +325 New
HIM
1921
Hillsdale Investment Management
Ontario, Canada
$10K – – –
SIA
1922
Sit Investment Associates
Minnesota
$9K – – –
TCM
1923
TD Capital Management
Tennessee
$9K – – –
SLF
1924
Sun Life Financial
Ontario, Canada
$8.53K +$9.34K +288 New
SCA
1925
Stuart Chaussee & Associates
California
$8K +$8.07K +249 New