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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1301
Wealthcare Capital Management
Virginia
$17K – – –
AWM
1302
AllSquare Wealth Management
New York
$15K – – –
OSNBOA
1303
Old Second National Bank of Aurora
Illinois
$15K +$12.1K +200 +500%
TCM
1304
Tradewinds Capital Management
Washington
$14K -$29K -480 -68%
RWA
1305
Ropes Wealth Advisors
Massachusetts
$14K +$2.11K +35 +18%
FCCM
1306
First City Capital Management
Georgia
$12.3K – – –
RPG
1307
Risk Paradigm Group
Texas
$12.3K – – –
DPA
1308
Delphi Private Advisors
California
$12K -$4.71K -78 -29%
QAM
1309
QCI Asset Management
New York
$12K -$845 -14 -7%
GBBWRPM
1310
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K – – –
SAM
1311
Shamrock Asset Management
Texas
$12K – – –
SFPIA
1312
Stevens First Principles Investment Advisors
California
$12K +$12.1K +200 New
PFO
1313
Pathstone Family Office
New Jersey
$11K +$10.7K +178 New
SFPM
1314
Sensible Financial Planning & Management
Massachusetts
$10K +$9.66K +160 New
BL
1315
Balentine LLC
Georgia
$9K -$77.9K -1,290 -90%
BCM
1316
Blume Capital Management
California
$9K +$3.02K +50 +50%
KTC
1317
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
PCM
1318
Penserra Capital Management
California
$6K -$557K -9,217 -99%
PSC
1319
Prentiss Smith & Co
Vermont
$6K – – –
AA
1320
AlphaMark Advisors
Kentucky
$4K – – –
CFN
1321
Cordasco Financial Network
Florida
$4K – – –
VNA
1322
Valley National Advisers
Pennsylvania
$4K +$3.8K +63 New
BCFS
1323
Butensky & Cohen Financial Security
Florida
$2K – – –
CIM
1324
Contravisory Investment Management
Massachusetts
$2K – – –
EWM
1325
Edge Wealth Management
New York
$2K – – –