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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1651
Community Financial Services Group
Vermont
$18K – – –
JAM
1652
JCIC Asset Management
Ontario, Canada
$18K – – –
IF
1653
Ironwood Financial
Arizona
$17K +$106 +2 +0.6%
ICOM
1654
Investment Counselors of Maryland
Maryland
$16K – – –
EMA
1655
Efficient Market Advisors
California
$15K +$637 +12 +4%
WA
1656
Winfield Associates
Ohio
$14K – – –
RWM
1657
Rezny Wealth Management
Florida
$11K +$2.34K +44 +21%
MS
1658
Marshall & Sullivan
Washington
$11K +$11.2K +210 New
CPIG
1659
Chicago Partners Investment Group
Illinois
$10K – – –
OFS
1660
Orrstown Financial Services
Pennsylvania
$10K – – –
BCMIO
1661
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$212 +4 +2%
WCM
1662
Wealthcare Capital Management
Virginia
$8K -$18K -338 -67%
FMP
1663
Financial Management Professionals
Texas
$7K – – –
UFA
1664
US Financial Advisors
Massachusetts
$6K -$39K -734 -84%
PFO
1665
Pathstone Family Office
New Jersey
$6K +$6.69K +126 New
PIM
1666
Parasol Investment Management
Illinois
$5K -$25.7K -483 -83%
MIM
1667
Macroview Investment Management
Maryland
$5K – – –
AAM
1668
American Asset Management
Florida
$5K +$5.58K +105 New
NMIS
1669
Northwestern Mutual Investment Services
Wisconsin
$5K +$5.95K +112 New
ACPU
1670
Arrowgrass Capital Partners (US)
Delaware
$4K -$14.4M -270,315 -100%
PRS
1671
Pinkerton Retirement Specialists
Idaho
$4K – – –
NHFG
1672
New Harbor Financial Group
Massachusetts
$2K – – –
MAS
1673
Madden Advisory Services
Florida
$1K – – –
SGAM
1674
Smith Group Asset Management
Texas
$1K – – –
SGC
1675
South Georgia Capital
Illinois
$1K – – –