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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
926
Delta Asset Management
Tennessee
$14K +$34 +2 +0.2%
PFG
927
Piershale Financial Group
Illinois
$13K – – –
SFS
928
Signator Financial Services
Massachusetts
$13K – – –
SMA
929
Simply Money Advisors
Ohio
$12K -$41.4K -2,452 -78%
CEMP
930
Compass Efficient Model Portfolios
Tennessee
$11K +$68 +4 +0.6%
PFS
931
Penseco Financial Services
Pennsylvania
$11K +$8.45K +500 +318%
WCM
932
Wealthcare Capital Management
Virginia
$10K -$16.9K -1,000 -62%
ARMC
933
American Research & Management Company
Massachusetts
$10K – – –
OSNBOA
934
Old Second National Bank of Aurora
Illinois
$8K – – –
OFS
935
Orrstown Financial Services
Pennsylvania
$8K +$8.45K +500 New
FMP
936
Financial Management Professionals
Texas
$7K -$4.22K -250 -37%
AIA
937
Alerus Investment Advisors
Minnesota
$7K – – –
IFA
938
Interactive Financial Advisors
Illinois
$7K – – –
BG
939
Bollard Group
Massachusetts
$7K +$7.18K +425 New
CPS
940
Counsel Portfolio Services
Ontario, Canada
$6.86K +$6.1M +361,404 +794%
PI
941
PineBridge Investments
New York
$6K – – –
TCM
942
TD Capital Management
Tennessee
$6K +$51 +3 +0.8%
TJHA
943
Thomas J. Herzfeld Advisors
Florida
$6K +$5.91K +350 New
FNBSF
944
First National Bank Sioux Falls
South Dakota
$5K – – –
LFG
945
LifePlan Financial Group
Ohio
$5K – – –
PFO
946
Pathstone Family Office
New Jersey
$5K – – –
CFA
947
Camarda Financial Advisors
Florida
$5K +$5.07K +300 New
ACM
948
Antonetti Capital Management
Florida
$4K – – –
AFIA
949
America First Investment Advisors
Nebraska
$3K +$3.38K +200 New
PCM
950
Prelude Capital Management
New York
$3K +$3.38K +200 New
36 37
38
39 40