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Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
926
High Point Bank & Trust
North Carolina
$33K – – –
NC
927
NewSquare Capital
Pennsylvania
$33K – – –
AWS
928
Aris Wealth Services
Pennsylvania
$33K +$34.7K +200 New
BAM
929
Bruderman Asset Management
New York
$33K +$34.7K +200 New
BAM
930
Barrett Asset Management
New York
$29K -$903K -5,200 -97%
MWAN
931
Mariner Wealth Advisors (NYC)
Kansas
$28K +$29.3K +169 New
WCM
932
Wealthcare Capital Management
Virginia
$26K +$27.8K +160 New
NYLT
933
New York Life Trust
New York
$24K -$109K -630 -81%
M
934
MOTCO
Texas
$23K -$8.86K -51 -27%
PFG
935
Piershale Financial Group
Illinois
$22K – – –
IP
936
Isthmus Partners
Wisconsin
$21K -$17.4K -100 -44%
AA
937
AlphaMark Advisors
Kentucky
$21K – – –
SHJ
938
Sharkey, Howes & Javer
Colorado
$21K +$21.7K +125 New
TFO
939
Tarbox Family Office
California
$19K -$8.68K -50 -31%
KTC
940
Kistler-Tiffany Companies
Pennsylvania
$19K +$20K +115 New
ASN
941
Advisory Services Network
Georgia
$17K – – –
AWM
942
Avior Wealth Management
Nebraska
$17K – – –
CMBA
943
C.M. Bidwell & Associates
Hawaii
$17K – – –
HI
944
Hudock Inc
Pennsylvania
$17K +$174 +1 +1%
BGIM
945
Brandywine Global Investment Management
Pennsylvania
$17K +$3.3K +19 +23%
WP
946
WealthPLAN Partners
Nebraska
$17K +$17.4K +100 New
CPIG
947
Chicago Partners Investment Group
Illinois
$16K -$868 -5 -5%
GWS
948
Glassman Wealth Services
Virginia
$15K – – –
IMS
949
Index Management Solutions
Pennsylvania
$14K -$921K -5,305 -98%
HIM
950
Hillsdale Investment Management
Ontario, Canada
$12K -$295K -1,700 -96%
36 37
38
39 40