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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1201
West Oak Capital
California
$20.1K – – –
AWMS
1202
Advocacy Wealth Management Services
Georgia
$19K – – –
Barrow, Hanley, Mewhinney & Strauss
1203
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$11.9K -56 -42%
AssetMark Inc
1204
AssetMark Inc
California
$16K -$213 -1 -1%
RIA
1205
RPG Investment Advisory
California
$16K – – –
APSP
1206
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
CP
1207
Corbenic Partners
Pennsylvania
$14K +$12.8K +60 New
LA
1208
Legacy Advisors
Pennsylvania
$11K +$11.3K +53 New
WAP
1209
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.15K +43 New
FWM
1210
Focused Wealth Management
New York
$9K – – –
CSS
1211
Cubist Systematic Strategies
Connecticut
$8K -$882K -4,143 -99%
ADL
1212
Asset Dedication LLC
California
$7K – – –
DOA
1213
D'Orazio & Associates
Virginia
$6K – – –
LYV
1214
Live Your Vision
Pennsylvania
$6K – – –
PVH
1215
Psagot Value Holdings
Israel
$6K – – –
MA
1216
MCF Advisors
Kentucky
$6K +$5.32K +25 New
SA
1217
SRH Advisors
Kansas
$5K – – –
PO
1218
Private Ocean
California
$5K +$4.9K +23 New
BWM
1219
Baystate Wealth Management
Massachusetts
$4K – – –
DSN
1220
D. Scott Neal
Kentucky
$4K – – –
EWM
1221
Endurance Wealth Management
Rhode Island
$4K – – –
RWM
1222
Raffa Wealth Management
District of Columbia
$3.38K – – –
WAM
1223
Watermark Asset Management
California
$3K – – –
NSB
1224
Norway Savings Bank
Maine
$2K – – –
IP
1225
Intellectus Partners
California
$1K – – –