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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2101
Bogart Wealth LLC
Virginia
$154K – – –
WA
2102
Winfield Associates
Ohio
$152K – – –
AP
2103
Arlington Partners
Alabama
$151K +$156K +3,200 New
IOOF
2104
Independent Order of Foresters
Ontario, Canada
$149K -$20.4K -420 -12%
CAM
2105
ClariVest Asset Management
California
$146K -$107K -2,199 -42%
SCA
2106
Stuart Chaussee & Associates
California
$137K – – –
WA
2107
WP Advisors
California
$131K +$876 +18 +0.7%
ECM
2108
EII Capital Management
New York
$130K – – –
MFT
2109
Moisand Fitzgerald Tamayo
Florida
$130K – – –
HT
2110
Heritage Trust
Oklahoma
$129K -$2.43K -50 -2%
SAS
2111
Stelac Advisory Services
New York
$125K -$46.5K -956 -27%
IF
2112
Ironwood Financial
Arizona
$125K +$104K +2,145 +429%
CFA
2113
Camarda Financial Advisors
Florida
$123K +$48.7K +1,000 +63%
CA
2114
Crewe Advisors
Utah
$122K – – –
HIIFS
2115
Harel Insurance Investments & Financial Services
Israel
$120K +$97.3K +2,000 +375%
MS
2116
Maven Securities
Jersey
$120K +$124K +2,556 New
CPH
2117
C Partners Holding
Switzerland
$116K -$84.7K -1,741 -42%
LFG
2118
LifePlan Financial Group
Ohio
$115K – – –
SIAS
2119
Shine Investment Advisory Services
Colorado
$113K +$12.7K +260 +12%
SWMG
2120
Signature Wealth Management Group
Georgia
$109K -$14.8K -304 -11%
FMP
2121
Financial Management Professionals
Texas
$109K -$6.03K -124 -5%
PS
2122
Portfolio Strategies
New York
$106K -$42.6K -875 -28%
CM
2123
Castleark Management
Illinois
$104K – – –
PCFFS
2124
Pacific Center for Financial Services
California
$104K – – –
TFO
2125
Tarbox Family Office
California
$104K – – –
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86 87