Name Holding Trade Value Shares
Change
Change in
Stake
WOC
301
West Oak Capital
California
$22.3K – – –
DVM
302
Dreman Value Management
Florida
$17K +$18.3K +303 New
W
303
Wealthfront
California
$14K +$8.38K +139 +126%
BCM
304
Brookstone Capital Management
Illinois
$13K – – –
VFA
305
Virtus Fund Advisers
Connecticut
$9K – – –
SSB
306
Sandy Spring Bank
Maryland
$7K – – –
WCBA
307
Weaver C. Barksdale & Associates
Tennessee
$7K +$301 +5 +4%
TDC
308
Thompson Davis & Co
Virginia
$7K +$7.71K +128 New
AW
309
Alpha Windward
Massachusetts
$6K -$434K -7,200 -98%
TRCT
310
Tower Research Capital (TRC)
New York
$6K -$67.7K -1,124 -92%
LNB
311
Ledyard National Bank
$6K – – –
FHA
312
First Horizon Advisors
Tennessee
$5K – – –
NFG
313
Next Financial Group
Texas
$5K – – –
AssetMark Inc
314
AssetMark Inc
California
$5K +$5K +83 New
WA
315
WFG Advisors
Texas
$5K +$5.72K +95 New
PIA
316
Piedmont Investment Advisors
North Carolina
$3.62K – – –
CAW
317
Cornerstone Advisors (Washington)
Washington
$1K – – –
UFA
318
US Financial Advisors
Massachusetts
$1K +$1.27K +21 New
CM
319
Castleark Management
Illinois
– -$12.4M -200,075 Closed
PWAG
320
Polaris Wealth Advisory Group
California
– -$6.09M -98,195 Closed
Westfield Capital Management
321
Westfield Capital Management
Massachusetts
– -$4.75M -76,672 Closed
CCM
322
Cadence Capital Management
Massachusetts
– -$2.55M -41,130 Closed
HHC
323
Hutchin Hill Capital
New York
– -$2.42M -39,100 Closed
UFF
324
USA Financial Formulas
Michigan
– -$2.19M -35,324 Closed
Capital Fund Management (CFM)
325
Capital Fund Management (CFM)
France
– -$2.13M -34,400 Closed