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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1926
Private Ocean
California
$21K +$145 +4 +0.7%
AWMS
1927
Advocacy Wealth Management Services
Georgia
$20K +$1.09K +30 +6%
IDBONY
1928
Israel Discount Bank of New York
New York
$18K -$18.1K -500 -50%
IF
1929
Ironwood Financial
Arizona
$18K
CAM
1930
ClariVest Asset Management
California
$16K -$45.1M -1,247,238 -100%
CTB
1931
Country Trust Bank
Illinois
$16K -$434 -12 -3%
NYLT
1932
New York Life Trust
New York
$15K -$258K -7,122 -94%
WAS
1933
Winch Advisory Services
Wisconsin
$15K +$4.96K +137 +47%
RFWA
1934
RPg Family Wealth Advisory
Massachusetts
$14.1K -$4.78K -132 -25%
IPC
1935
Independent Portfolio Consultants
Florida
$14K -$164K -4,535 -92%
SAM
1936
Shamrock Asset Management
Texas
$14K
NC
1937
NewSquare Capital
Pennsylvania
$14K +$9.08K +251 +201%
FA
1938
Fortis Advisors
Pennsylvania
$14K +$14.5K +400 New
GWA
1939
Guidant Wealth Advisors
Illinois
$13K
MAS
1940
Madden Advisory Services
Florida
$13K +$13.9K +385 New
HCM
1941
Horrell Capital Management
Arkansas
$12K
PS
1942
Portfolio Solutions
Michigan
$11K +$10.9K +300 New
IUHSA
1943
Itau Unibanco Holding S.A.
Brazil
$9K -$40.5K -1,120 -82%
WCBA
1944
Weaver C. Barksdale & Associates
Tennessee
$9K
WCM
1945
Wealthcare Capital Management
Virginia
$8K
SIA
1946
SeaBridge Investment Advisors
New Jersey
$4K
LWA
1947
Lenox Wealth Advisors
New York
$4K +$3.8K +105 New
CIM
1948
Contravisory Investment Management
Massachusetts
$3K
SLF
1949
Sun Life Financial
Ontario, Canada
$2.55K +$3.33K +92 New
TRCT
1950
Tower Research Capital (TRC)
New York
$2K -$4.9M -135,335 -100%