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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$17K +$1.85K +147 +12%
AWMS
1002
Advocacy Wealth Management Services
Georgia
$17K +$2.78K +220 +19%
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$4.77K -378 -25%
VCM
1004
Versant Capital Management
Arizona
$14K +$4.19K +332 +39%
PFSC
1005
Peoples Financial Services Corp
Pennsylvania
$13K – – –
AC
1006
Alexandria Capital
Virginia
$13K +$25 +2 +0.2%
CFA
1007
CT Financial Advisors
Pennsylvania
$12.1K – – –
FMP
1008
Financial Management Professionals
Texas
$12K -$3.35K -265 -21%
APSP
1009
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K – – –
BWP
1010
Baldwin Wealth Partners
Massachusetts
$12K – – –
CWM
1011
Cedar Wealth Management
California
$12K – – –
CIM
1012
Contravisory Investment Management
Massachusetts
$12K – – –
HCM
1013
Horrell Capital Management
Arkansas
$12K – – –
PAI
1014
Pittenger & Anderson Inc
Nebraska
$12K – – –
EDRS
1015
Edmond de Rothschild (Suisse)
Switzerland
$12K +$12.6K +1,000 New
LAM
1016
Lebenthal Asset Management
New York
$12K +$12.6K +1,000 New
FWC
1017
First Washington Corp
Washington
$11K – – –
WAS
1018
Winch Advisory Services
Wisconsin
$11K +$126 +10 +1%
DPA
1019
Delphi Private Advisors
California
$10K -$1.73K -137 -14%
CFS
1020
Commonwealth Financial Services
West Virginia
$10K – – –
GWS
1021
Glassman Wealth Services
Virginia
$10K – – –
MCM
1022
MV Capital Management
Maryland
$10K – – –
VWM
1023
Valley Wealth Managers
New Jersey
$9K -$40.4K -3,200 -81%
WA
1024
Winfield Associates
Ohio
$9K +$3.03K +240 +45%
SIC
1025
Salem Investment Counselors
North Carolina
$8.1K +$8.51K +674 New
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