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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1526
MV Capital Management
Maryland
$17K
TCM
1527
Tanaka Capital Management
New York
$15K
RWA
1528
Ropes Wealth Advisors
Massachusetts
$14K +$13.9K +135 New
HFM
1529
Hartford Financial Management
Connecticut
$13K +$5.14K +50 +65%
SFPM
1530
Sensible Financial Planning & Management
Massachusetts
$13K +$10.3K +100 +400%
SAM
1531
Shamrock Asset Management
Texas
$12K
DPA
1532
Delphi Private Advisors
California
$12K +$11.8K +115 New
BCMIO
1533
Beacon Capital Management Inc (Ohio)
Ohio
$11K +$205 +2 +2%
AIS
1534
Accurate Investment Solutions
Pennsylvania
$10K +$10.3K +100 New
VCAM
1535
Valentine Capital Asset Management
California
$10K +$10.3K +100 New
CCA
1536
Catalyst Capital Advisors
New York
$9K +$8.53K +83 New
PFO
1537
Pathstone Family Office
New Jersey
$8K -$4.11K -40 -36%
PRS
1538
Pinkerton Retirement Specialists
Idaho
$7K
BCI
1539
Brinker Capital Investments
Pennsylvania
$7K +$4.42K +43 +187%
RBC
1540
Roble Belko & Company
Pennsylvania
$6K +$5.14K +50 +417%
CFG
1541
Citizens Financial Group
Rhode Island
$6K +$6.27K +61 New
JFA
1542
JNBA Financial Advisors
Minnesota
$5K
LJHT
1543
Laurie J. Hall Trustee
$5K +$5.14K +50 New
AFIA
1544
America First Investment Advisors
Nebraska
$4K
HPBT
1545
High Point Bank & Trust
North Carolina
$4K
NMIS
1546
Northwestern Mutual Investment Services
Wisconsin
$3K -$1.75K -17 -40%
DA
1547
Dunvegan Associates
California
$3K
ECM
1548
Estabrook Capital Management
New York
$2.62K
CF
1549
CenterStar Fund
Illinois
$1K
DCM
1550
Discovery Capital Management
Connecticut
-$161M -1,788,404 Closed