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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2101
Winfield Associates
Ohio
$152K
AP
2102
Arlington Partners
Alabama
$151K +$156K +3,200 New
IOOF
2103
Independent Order of Foresters
Ontario, Canada
$149K -$20.4K -420 -12%
CAM
2104
ClariVest Asset Management
California
$146K -$107K -2,199 -42%
SCA
2105
Stuart Chaussee & Associates
California
$137K
WA
2106
WP Advisors
California
$131K +$876 +18 +0.7%
ECM
2107
EII Capital Management
New York
$130K
MFT
2108
Moisand Fitzgerald Tamayo
Florida
$130K
HT
2109
Heritage Trust
Oklahoma
$129K -$2.43K -50 -2%
SAS
2110
Stelac Advisory Services
New York
$125K -$46.5K -956 -27%
IF
2111
Ironwood Financial
Arizona
$125K +$104K +2,145 +429%
CFA
2112
Camarda Financial Advisors
Florida
$123K +$48.7K +1,000 +63%
CA
2113
Crewe Advisors
Utah
$122K
HIIFS
2114
Harel Insurance Investments & Financial Services
Israel
$120K +$97.3K +2,000 +375%
MS
2115
Maven Securities
Jersey
$120K +$124K +2,556 New
CPH
2116
C Partners Holding
Switzerland
$116K -$84.7K -1,741 -42%
LFG
2117
LifePlan Financial Group
Ohio
$115K
SIAS
2118
Shine Investment Advisory Services
Colorado
$113K +$12.7K +260 +12%
SWMG
2119
Signature Wealth Management Group
Georgia
$109K -$14.8K -304 -11%
FMP
2120
Financial Management Professionals
Texas
$109K -$6.03K -124 -5%
PS
2121
Portfolio Strategies
New York
$106K -$42.6K -875 -28%
CM
2122
Castleark Management
Illinois
$104K
PCFFS
2123
Pacific Center for Financial Services
California
$104K
TFO
2124
Tarbox Family Office
California
$104K
QCIG
2125
Quad-Cities Investment Group
Iowa
$102K +$146 +3 +0.1%