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Name Holding Trade Value Shares
Change
Change in
Stake
VIMU
1926
Veritas Investment Management (UK)
United Kingdom
$144K
CFS
1927
Commonwealth Financial Services
West Virginia
$142K +$7.05K +221 +5%
DPA
1928
Delphi Private Advisors
California
$141K +$1.56K +49 +1%
SIG
1929
Stanford Investment Group
California
$135K
AIS
1930
Accurate Investment Solutions
Pennsylvania
$124K +$160 +5 +0.1%
AC
1931
Alexandria Capital
Virginia
$123K -$7.98K -250 -6%
FCT
1932
Family Capital Trust
Massachusetts
$123K
RFWA
1933
RPg Family Wealth Advisory
Massachusetts
$119K +$29.3K +917 +35%
RBC
1934
Roble Belko & Company
Pennsylvania
$118K
TCM
1935
Tuttle Capital Management
Connecticut
$117K +$111K +3,481 New
AIM
1936
Acrospire Investment Management
Illinois
$113K -$3.35K -105 -3%
MUS
1937
Mitsubishi UFJ Securities
Japan
$110K +$6.7K +210 +7%
SAS
1938
Stelac Advisory Services
New York
$110K +$105K +3,287 New
CAW
1939
Cornerstone Advisors (Washington)
Washington
$109K -$59.9K -1,878 -36%
TWMP
1940
Taylor Wealth Management Partners
Massachusetts
$106K
NCM
1941
Nelson Capital Management
California
$106K +$6.35K +199 +7%
SAM
1942
Shamrock Asset Management
Texas
$105K +$84.4K +2,644 +515%
AWMS
1943
Advocacy Wealth Management Services
Georgia
$103K -$45.8K -1,434 -32%
PFO
1944
Pathstone Family Office
New Jersey
$101K +$160 +5 +0.2%
NCMG
1945
NCM Capital Management Group
North Carolina
$99K -$3.38K -106 -3%
MWM
1946
MinichMacGregor Wealth Management
New York
$99K +$32 +1 +0%
APSP
1947
Asset Planning Services (Pennsylvania)
Pennsylvania
$98K -$1.15K -36 -1%
OFS
1948
Orrstown Financial Services
Pennsylvania
$94K +$5.04K +158 +6%
DSN
1949
D. Scott Neal
Kentucky
$92K
JSAM
1950
J. Safra Asset Management
New York
$85K -$712K -22,300 -90%