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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
1726
Stevens First Principles Investment Advisors
California
$60K – – –
AIM
1727
Advantage Investment Management
Iowa
$60K +$266 +5 +0.5%
RI
1728
Redwood Investments
Massachusetts
$52K – – –
PIM
1729
Parasol Investment Management
Illinois
$52K +$50.8K +955 New
JSAM
1730
J. Safra Asset Management
New York
$51K -$383K -7,205 -89%
IWC
1731
Integrated Wealth Counsel
California
$46K – – –
CFS
1732
Commonwealth Financial Services
West Virginia
$44K +$18.1K +341 +74%
AWMS
1733
Advocacy Wealth Management Services
Georgia
$41K -$42.5K -799 -52%
DVM
1734
Dreman Value Management
Florida
$41K – – –
OFS
1735
Orrstown Financial Services
Pennsylvania
$39K – – –
DSN
1736
D. Scott Neal
Kentucky
$38K +$7.98K +150 +27%
WA
1737
Winfield Associates
Ohio
$37K +$6.12K +115 +21%
IR
1738
Invictus RG
Bermuda
$35K -$585 -11 -2%
HRC
1739
Hoertkorn Richard Charles
$35K – – –
WAS
1740
WESPAC Advisors SoCal
California
$32.7K +$2.77K +52 +10%
FWC
1741
First Washington Corp
Washington
$32K – – –
AOWM
1742
Alpha Omega Wealth Management
Virginia
$31K – – –
FMP
1743
Financial Management Professionals
Texas
$28K +$19.4K +365 +250%
CWM
1744
Catamount Wealth Management
Connecticut
$27K – – –
CPA
1745
Cowen Prime Advisors
New York
$23K – – –
WAP
1746
Wealthcare Advisory Partners
Pennsylvania
$23K +$22.2K +418 New
BC
1747
Barnett & Company
Tennessee
$20K – – –
HWP
1748
Hefty Wealth Partners
Indiana
$20K – – –
IF
1749
Ironwood Financial
Arizona
$20K +$160 +3 +0.8%
ICOM
1750
Investment Counselors of Maryland
Maryland
$19K – – –