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Name Holding Trade Value Shares
Change
Change in
Stake
CQS
2401
Credential Qtrade Securities
$10.2K – – –
WLPWM
2402
Walled Lake Planning & Wealth Management
Illinois
$10K +$89 +4 +0.8%
CPA
2403
Cowen Prime Advisors
New York
$9K -$4.42K -198 -32%
CIAS
2404
CBIZ Investment Advisory Services
Ohio
$9K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2405
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K – – –
IFA
2406
Interactive Financial Advisors
Illinois
$9K – – –
KIG
2407
Kessler Investment Group
Indiana
$9K – – –
AWMS
2408
Advocacy Wealth Management Services
Georgia
$8K – – –
GKIM
2409
GW&K Investment Management
Massachusetts
$8K +$8.2K +367 New
PCWA
2410
Pacific Capital Wealth Advisors
California
$8K +$8.52K +381 New
QT
2411
Quantbot Technologies
New York
$7K -$155K -6,915 -95%
AFIA
2412
America First Investment Advisors
Nebraska
$7K -$29K -1,298 -79%
IF
2413
Ironwood Financial
Arizona
$6K – – –
SGAM
2414
Smith Group Asset Management
Texas
$6K – – –
CMA
2415
Cedar Mountain Advisors
Oregon
$5K – – –
MIM
2416
Macroview Investment Management
Maryland
$5K – – –
UFF
2417
USA Financial Formulas
Michigan
$4K +$492 +22 +12%
TVWM
2418
Tower View Wealth Management
Wisconsin
$3K – – –
F
2419
F3Logic
Minnesota
$2.02K +$53.6K +2,400 +3%
CAM
2420
ClariVest Asset Management
California
$2K -$648 -29 -25%
CWAF
2421
Core Wealth Advisors (Florida)
Florida
$2K – – –
LB
2422
Legacy Bridge
Iowa
$2K – – –
FIA
2423
FNY Investment Advisers
New York
$2K +$1.48K +66 +100%
CMBA
2424
C.M. Bidwell & Associates
Hawaii
$2K +$1.59K +71 New
TFA
2425
Transamerica Financial Advisors
Florida
$1K -$1.44M -64,426 -100%