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Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2601
Ironwood Financial
Arizona
$24K +$60 +1 +0.3%
MWA
2602
Moser Wealth Advisors
Washington
$24K +$23.3K +387 New
JWM
2603
Janiczek Wealth Management
Colorado
$21K – – –
KIG
2604
Kessler Investment Group
Indiana
$18K +$18.1K +300 New
AFIA
2605
America First Investment Advisors
Nebraska
$16K – – –
AGA
2606
Accuvest Global Advisors
Utah
$13K – – –
CI
2607
Clal Insurance
Israel
$12K -$679K -11,263 -94%
IRAG
2608
Investment Research & Advisory Group
Georgia
$11K +$10.4K +173 New
TFA
2609
Toth Financial Advisory
Virginia
$9K +$121 +2 +1%
SGAM
2610
Smith Group Asset Management
Texas
$8K – – –
GC
2611
Globeflex Capital
California
$7K – – –
TJHA
2612
Thomas J. Herzfeld Advisors
Florida
$7K – – –
LFASL
2613
Lugano Financial Advisors SA (LFA)
Switzerland
$6K +$6.09K +101 New
CIM
2614
Contravisory Investment Management
Massachusetts
$5K – – –
NICM
2615
Neo Ivy Capital Management
New York
$5K +$5.31K +88 New
MFT
2616
Moisand Fitzgerald Tamayo
Florida
$4K -$41.6K -689 -91%
CAM
2617
ClariVest Asset Management
California
$3K -$378K -6,271 -99%
MAM
2618
Marquette Asset Management
Minnesota
$3K – – –
ETC
2619
Exchange Traded Concepts
Oklahoma
$2K +$1.51K +25 New
SHWM
2620
Silicon Hills Wealth Management
Texas
$511 +$905 +15 New
HF
2621
Halpern Financial
Virginia
$194 +$181 +3 New
ZIG
2622
Zurich Insurance Group
Switzerland
– -$43.7M -723,285 Closed
CPP
2623
Crow Point Partners
Massachusetts
– -$27.1M -450,000 Closed
BA
2624
Bridgewater Associates
Connecticut
– -$19.8M -328,512 Closed
VCM
2625
Voleon Capital Management
California
– -$12.6M -208,000 Closed
103 104
105
106 107