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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1701
Accurate Investment Solutions
Pennsylvania
$56K +$98 +2 +0.2%
SFPIA
1702
Stevens First Principles Investment Advisors
California
$55K – – –
AIM
1703
Advantage Investment Management
Iowa
$55K +$25.7K +524 +94%
AA
1704
AlphaMark Advisors
Kentucky
$53K +$10.3K +210 +25%
RWM
1705
Raffa Wealth Management
District of Columbia
$50K +$4.31K +88 +10%
RI
1706
Redwood Investments
Massachusetts
$48K – – –
HF
1707
Hoxton Financial
West Virginia
$47K +$5.09K +104 +13%
LWM
1708
Lenox Wealth Management
Ohio
$43K +$9.5K +194 +29%
RBC
1709
Roble Belko & Company
Pennsylvania
$42K -$19K -388 -32%
IWC
1710
Integrated Wealth Counsel
California
$42K – – –
WHG
1711
Westwood Holdings Group
Texas
$42K +$41K +838 New
DVM
1712
Dreman Value Management
Florida
$38K +$36.4K +744 New
OFS
1713
Orrstown Financial Services
Pennsylvania
$36K +$34.7K +708 New
IR
1714
Invictus RG
Bermuda
$33K -$24.1K -493 -43%
TSU
1715
TD Securities (USA)
New York
$33K -$49 -1 -0.2%
HRC
1716
Hoertkorn Richard Charles
$32K – – –
FWC
1717
First Washington Corp
Washington
$29K – – –
AOWM
1718
Alpha Omega Wealth Management
Virginia
$28K – – –
BL
1719
Balentine LLC
Georgia
$28K – – –
DSN
1720
D. Scott Neal
Kentucky
$28K +$1.67K +34 +7%
WAS
1721
WESPAC Advisors SoCal
California
$27.4K -$25.7K -524 -49%
WA
1722
Winfield Associates
Ohio
$27K +$11.8K +241 +80%
CWM
1723
Catamount Wealth Management
Connecticut
$25K +$5.53K +113 +30%
CFS
1724
Commonwealth Financial Services
West Virginia
$23K – – –
UFA
1725
US Financial Advisors
Massachusetts
$21K -$40.6K -829 -67%