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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
926
Trust Company of Vermont
Vermont
$7K – – –
WOC
927
West Oak Capital
California
$6.37K – – –
IF
928
Ironwood Financial
Arizona
$6K -$359 -8 -6%
LWM
929
Lenox Wealth Management
Ohio
$6K – – –
TIM
930
Tortoise Investment Management
New York
$6K – – –
UFA
931
US Financial Advisors
Massachusetts
$5K – – –
LWA
932
Lowe Wealth Advisors
Maryland
$5K +$4.85K +108 New
AWM
933
Avior Wealth Management
Nebraska
$5K +$5.03K +112 New
LWA
934
Lenox Wealth Advisors
New York
$4K – – –
RIA
935
Regal Investment Advisors
Michigan
$4K – – –
S
936
SignatureFD
Georgia
$4K +$1.62K +36 +58%
SV
937
Stilwell Value
New York
$3K +$3.01K +67 New
WAS
938
Winch Advisory Services
Wisconsin
$3K +$3.33K +74 New
CAW
939
Cornerstone Advisors (Washington)
Washington
$2K -$2.43K -54 -61%
MWP
940
MYCIO Wealth Partners
Pennsylvania
$2K – – –
WP
941
WealthPLAN Partners
Nebraska
$2K +$1.57K +35 New
CA
942
CapWealth Advisors
Tennessee
$2K +$2.02K +45 New
SEC
943
Seven Eight Capital
New York
$1K -$35.3K -786 -98%
OIM
944
Opus Investment Management
Massachusetts
$1K – – –
CYG
945
Clean Yield Group
Vermont
$1K +$1.12K +25 New
IPC
946
Independent Portfolio Consultants
Florida
$1K +$1.35K +30 New
DCM
947
Discovery Capital Management
Connecticut
– -$87.5M -1,814,947 Closed
LCS
948
Levin Capital Strategies
New York
– -$85.6M -1,774,648 Closed
SG
949
Swarthmore Group
Pennsylvania
– -$38.5M -799,116 Closed
LCM
950
Laurion Capital Management
New York
– -$26.9M -598,511 Closed