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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1426
Fortis Advisors
Pennsylvania
$9K – – –
IBOK
1427
Independence Bank of Kentucky
Kentucky
$9K – – –
DBT
1428
Dubuque Bank & Trust
Iowa
$9K +$5.2K +150 +150%
NC
1429
NewSquare Capital
Pennsylvania
$9K +$8.67K +250 New
UOTTAIMCU
1430
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9K +$9.01K +260 New
WWM
1431
Willingdon Wealth Management
North Carolina
$7K -$3.12K -90 -31%
IAS
1432
IMA Advisory Services
Colorado
$7K – – –
IF
1433
Ironwood Financial
Arizona
$7K – – –
JWM
1434
Janiczek Wealth Management
Colorado
$7K – – –
MAM
1435
Meeder Asset Management
Ohio
$6K +$5.89K +170 New
OWA
1436
One Wealth Advisors
California
$6K +$5.89K +170 New
SHIM
1437
Stone House Investment Management
Pennsylvania
$6K +$6.24K +180 New
BWL
1438
Bogart Wealth LLC
Virginia
$5K – – –
NCM
1439
Nelson Capital Management
California
$5K – – –
PC
1440
Permanens Capital
New York
$5K +$4.85K +140 New
CWM
1441
Catamount Wealth Management
Connecticut
$4K -$3.47K -100 -50%
LFG
1442
LifePlan Financial Group
Ohio
$4K – – –
TAIM
1443
TD Ameritrade Investment Management
Nebraska
$3K -$3.81K -110 -55%
ARMC
1444
American Research & Management Company
Massachusetts
$3K – – –
KTC
1445
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
1NWS
1446
1 North Wealth Services
Maryland
$2K – – –
CIM
1447
Contravisory Investment Management
Massachusetts
$1K -$46.5K -1,340 -98%
BCA
1448
Bray Capital Advisors
Florida
$1K – – –
CA
1449
Centerpoint Advisors
Massachusetts
$1K – – –
MCM
1450
MV Capital Management
Maryland
$1K – – –
56 57
58
59 60