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Name Holding Trade Value Shares
Change
Change in
Stake
DSN
1051
D. Scott Neal
Kentucky
$4K – – –
FMP
1052
Financial Management Professionals
Texas
$4K – – –
HWP
1053
Hefty Wealth Partners
Indiana
$4K – – –
IFA
1054
Interactive Financial Advisors
Illinois
$4K – – –
QAM
1055
QCI Asset Management
New York
$3K -$15.6K -1,400 -82%
SNT
1056
Security National Trust
West Virginia
$3K – – –
SAM
1057
Shamrock Asset Management
Texas
$3K – – –
VCM
1058
Versant Capital Management
Arizona
$3K – – –
GBT
1059
Grove Bank & Trust
Florida
$3K +$670 +60 +32%
RIA
1060
RPG Investment Advisory
California
$3K +$2.95K +264 New
AWMS
1061
Advocacy Wealth Management Services
Georgia
$2K -$12.2K -1,097 -85%
BWA
1062
Burt Wealth Advisors
Maryland
$2K – – –
LYV
1063
Live Your Vision
Pennsylvania
$2K – – –
PCTC
1064
Perkins Coie Trust Company
Washington
$2K – – –
NIC
1065
Northwest Investment Counselors
Oregon
$2K +$2.23K +200 New
CHP
1066
Cable Hill Partners
Oregon
$1K -$1.14K -102 -46%
NR
1067
Newfound Research
Massachusetts
$1K -$33 -3 -2%
FBT
1068
First Bank & Trust
South Dakota
$1K – – –
KIG
1069
Kessler Investment Group
Indiana
$1K – – –
TIM
1070
Tortoise Investment Management
New York
$1K – – –
WCM
1071
Wealthcare Capital Management
Virginia
$1K – – –
CS
1072
Credential Securities
$535 – – –
NI
1073
Numeric Investors
Massachusetts
– -$66.2M -5,684,100 Closed
N
1074
Natixis
France
– -$25.1M -2,153,693 Closed
Parallax Volatility Advisers
1075
Parallax Volatility Advisers
California
– -$12.1M -1,088,029 -100%