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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1026
Institutional & Family Asset Management
Colorado
$12K -$6.97K -697 -35%
HR
1027
Howe & Rusling
New York
$12K – – –
VCM
1028
Vigilant Capital Management
Maine
$12K – – –
BAMG
1029
Brand Asset Management Group
Missouri
$11K -$800 -80 -6%
BWM
1030
Baystate Wealth Management
Massachusetts
$11K +$8.48K +848 +195%
PFSC
1031
Peoples Financial Services Corp
Pennsylvania
$10K -$17.5K -1,750 -61%
APSP
1032
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K -$1.9K -190 -16%
FEG
1033
Financial Enhancement Group
Indiana
$10K – – –
OFS
1034
Orrstown Financial Services
Pennsylvania
$10K – – –
MWPCG
1035
Measured Wealth Private Client Group
New Hampshire
$10K +$11.7K +1,174 New
BDWM
1036
Brewin Dolphin Wealth Management
Ireland
$9.69K – – –
LWCFA
1037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K -$30K -3,003 -75%
PW
1038
Price Wealth
Texas
$9K -$5.2K -520 -35%
HCM
1039
Horrell Capital Management
Arkansas
$9K – – –
IAS
1040
IMA Advisory Services
Colorado
$9K – – –
LFG
1041
LifePlan Financial Group
Ohio
$9K – – –
PAI
1042
Pittenger & Anderson Inc
Nebraska
$9K – – –
WAM
1043
Watermark Asset Management
California
$9K – – –
WC
1044
Whitnell & Co
Illinois
$9K – – –
BCM
1045
Brasada Capital Management
Texas
$9K +$9.71K +971 New
IF
1046
Ironwood Financial
Arizona
$9K +$10K +1,000 New
OAJ
1047
Ogorek Anthony Joseph
New York
$9K +$10K +1,000 New
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$8K -$18.3K -1,826 -68%
FWC
1049
First Washington Corp
Washington
$8K – – –
RBC
1050
Roble Belko & Company
Pennsylvania
$8K – – –
40 41
42
43 44