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Name Holding Trade Value Shares
Change
Change in
Stake
LFR
1201
Lehman Financial Resources
Pennsylvania
$67K
CFA
1202
Carroll Financial Associates
North Carolina
$65K +$39.2K +500 +171%
FMII
1203
Farmers & Merchants Investments Inc
Nebraska
$62K +$28.2K +360 +90%
NC
1204
NewSquare Capital
Pennsylvania
$61K
BC
1205
Bartlett & Co
Ohio
$58K
CPA
1206
Cowen Prime Advisors
New York
$57K
IF
1207
Ironwood Financial
Arizona
$54K +$2.27K +29 +5%
HCM
1208
Horrell Capital Management
Arkansas
$51K
WAS
1209
Winch Advisory Services
Wisconsin
$50K +$47.4K +605 New
MCM
1210
Manchester Capital Management
Vermont
$49K -$102K -1,304 -68%
CHC
1211
City Holding Co
West Virginia
$49K
CFA
1212
CT Financial Advisors
Pennsylvania
$48.1K
FPFS
1213
First Personal Financial Services
North Carolina
$48K -$4.46K -57 -9%
RWM
1214
Raffa Wealth Management
District of Columbia
$46K -$313 -4 -0.7%
S
1215
SignatureFD
Georgia
$43K +$1.1K +14 +3%
MIM
1216
Macroview Investment Management
Maryland
$42K
HR
1217
Howe & Rusling
New York
$41K -$2.35K -30 -6%
BG
1218
Bollard Group
Massachusetts
$41K
TSW
1219
Thompson Siegel & Walmsley
Virginia
$41K
SHJ
1220
Sharkey, Howes & Javer
Colorado
$41K +$39.2K +501 New
TFO
1221
Tarbox Family Office
California
$40K
BCI
1222
Brinker Capital Investments
Pennsylvania
$40K +$37.8K +482 New
HDIM
1223
Hanson & Doremus Investment Management
Vermont
$38K -$58.6K -748 -62%
AF
1224
Allworth Financial
California
$38K +$36.2K +462 New
HF
1225
Hoxton Financial
West Virginia
$37K