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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1301
Bogart Wealth LLC
Virginia
$11K – – –
CPIG
1302
Chicago Partners Investment Group
Illinois
$11K – – –
SIM
1303
Sonora Investment Management
Arizona
$10.6K – – –
FIB
1304
First Interstate Bank
Montana
$10K – – –
SHJ
1305
Sharkey, Howes & Javer
Colorado
$8K – – –
AF
1306
Allworth Financial
California
$8K +$506 +7 +7%
EWM
1307
Edge Wealth Management
New York
$7K +$7.23K +100 New
MPPLM
1308
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K +$7.23K +100 New
AGA
1309
Accuvest Global Advisors
Utah
$6K -$434 -6 -7%
AFIA
1310
America First Investment Advisors
Nebraska
$6K +$5.42K +75 New
VCM
1311
Virtue Capital Management
Tennessee
$6K +$5.57K +77 New
BBA
1312
Braun-Bostich & Associates
Pennsylvania
$6K +$6.22K +86 New
AAC
1313
Asset Advisors Corp
Georgia
$5K – – –
1IA
1314
1834 Investment Advisors
Wisconsin
$5K +$4.63K +64 New
OSAM
1315
O'Shaughnessy Asset Management
Connecticut
$5K +$4.77K +66 New
OAJ
1316
Ogorek Anthony Joseph
New York
$5K +$5.79K +80 New
CB
1317
CNB Bank
Pennsylvania
$4K +$3.47K +48 New
TIM
1318
Tortoise Investment Management
New York
$4K +$3.62K +50 New
AIS
1319
AlphaOne Investment Services
Pennsylvania
$4K +$3.69K +51 New
ST
1320
Sageworth Trust
Pennsylvania
$4K +$3.76K +52 New
SIS
1321
Sound Income Strategies
Florida
$4K +$4.05K +56 New
OFW
1322
Omnia Family Wealth
Florida
$3K -$7.16K -99 -72%
VNA
1323
Valley National Advisers
Pennsylvania
$3K – – –
BHB
1324
Bank Hapoalim BM
Israel
$2.2K -$923K -12,770 -30%
SA
1325
SRH Advisors
Kansas
$2K – – –
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