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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1626
Winfield Associates
Ohio
$150K -$6.47K -200 -4%
LOCC
1627
Lombard Odier & Cie (Canada)
Quebec, Canada
$148K
CWM
1628
Cranbrook Wealth Management
Michigan
$147K
PAM
1629
PT Asset Management
Illinois
$146K +$155K +4,800 New
SGC
1630
South Georgia Capital
Illinois
$144K -$6.3K -195 -4%
CM
1631
Castleark Management
Illinois
$143K -$247K -7,630 -62%
NCMG
1632
NCM Capital Management Group
North Carolina
$143K
VNA
1633
Valley National Advisers
Pennsylvania
$140K -$10.2K -316 -6%
HCM
1634
Highlander Capital Management
New Jersey
$134K
AIM
1635
Arcadia Investment Management
Michigan
$133K +$142K +4,400 New
GWA
1636
Genesis Wealth Advisors
Massachusetts
$133K -$65.4K -2,024 -32%
ARMC
1637
American Research & Management Company
Massachusetts
$131K +$26.1K +808 +23%
PIM
1638
Parasol Investment Management
Illinois
$129K
VIMU
1639
Veritas Investment Management (UK)
United Kingdom
$125K
EDRE
1640
Edmond de Rothschild (Europe)
Luxembourg
$124K +$132K +4,070 New
FPFS
1641
First Personal Financial Services
North Carolina
$119K -$25.9K -800 -17%
KA
1642
Klingman & Associates
New York
$107K +$4.69K +145 +4%
FMP
1643
Financial Management Professionals
Texas
$101K
PVH
1644
Psagot Value Holdings
Israel
$101K
AFIA
1645
America First Investment Advisors
Nebraska
$99K -$16.2K -500 -13%
LFR
1646
Lehman Financial Resources
Pennsylvania
$98K -$97K -3,000 -48%
CFG
1647
CKW Financial Group
Hawaii
$97K
WP
1648
WealthPLAN Partners
Nebraska
$96K -$135K -4,186 -57%
CPIG
1649
Chicago Partners Investment Group
Illinois
$91K +$4.2K +130 +5%
HIM
1650
Hillsdale Investment Management
Ontario, Canada
$88K