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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1301
WESPAC Advisors SoCal
California
$20.6K
NC
1302
NewSquare Capital
Pennsylvania
$19K -$5.8K -56 -24%
MWM
1303
Mascoma Wealth Management
New Hampshire
$18K +$17.6K +170 New
BTIS
1304
BB&T Investment Services
North Carolina
$17K +$17.1K +165 New
PO
1305
Private Ocean
California
$15K -$502K -4,850 -97%
JIC
1306
Joel Isaacson & Co
New York
$15K +$15.5K +150 New
ADL
1307
Asset Dedication LLC
California
$14K -$621 -6 -4%
CT
1308
Clearstead Trust
Maine
$14K +$14.5K +140 New
RBC
1309
Roble Belko & Company
Pennsylvania
$13K +$8.07K +78 +166%
CFA
1310
CT Financial Advisors
Pennsylvania
$12.5K
BIMC
1311
Benson Investment Management Company
Virginia
$12K +$12.4K +120 New
SFG
1312
SevenBridge Financial Group
Pennsylvania
$11K
RPG
1313
Risk Paradigm Group
Texas
$10.3K
Group One Trading
1314
Group One Trading
Illinois
$10K -$46.6K -450 -82%
DPA
1315
Delphi Private Advisors
California
$10K -$3.52K -34 -27%
BAM
1316
Bruderman Asset Management
New York
$10K
FMP
1317
Financial Management Professionals
Texas
$10K
IP
1318
Isthmus Partners
Wisconsin
$10K
VWM
1319
Valley Wealth Managers
New Jersey
$10K
VIA
1320
Vantage Investment Advisors
Pennsylvania
$10K
NCM
1321
New Capital Management
Texas
$10K +$10.4K +100 New
RWM
1322
Raffa Wealth Management
District of Columbia
$9.6K
MUS
1323
Mitsubishi UFJ Securities
Japan
$9K +$9.32K +90 New
GBBWRPM
1324
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K
IF
1325
Ironwood Financial
Arizona
$6K