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Name Holding Trade Value Shares
Change
Change in
Stake
AP
2251
Atwood & Palmer
Missouri
$75K
NIC
2252
Northwest Investment Counselors
Oregon
$75K +$11.1K +23 +16%
CCM
2253
CAAS Capital Management
New York
$75K +$79.4K +165 New
FP
2254
Financial Perspectives
Minnesota
$73.9K
SAM
2255
Strategic Asset Management
Minnesota
$72K
BHWM
2256
Bay Harbor Wealth Management
Maryland
$72K +$1.92K +4 +3%
SPWG
2257
Sage Private Wealth Group
Illinois
$72K +$11.1K +23 +17%
AWM
2258
AllSquare Wealth Management
New York
$72K +$12.5K +26 +20%
SN
2259
Sittner & Nelson
Oregon
$71K
LAS
2260
Lloyd Advisory Services
Georgia
$70K +$33.2K +69 +81%
VC
2261
Vestor Capital
Illinois
$69K -$15.3M -31,804 -100%
1IA
2262
1834 Investment Advisors
Wisconsin
$69K -$26.5K -55 -27%
ETI
2263
Enterprise Trust & Investment
California
$68K
PO
2264
Private Ocean
California
$68K +$962 +2 +1%
FFA
2265
Freedman Financial Associates
Massachusetts
$67K
EIP
2266
Ellis Investment Partners
Pennsylvania
$66K
HI
2267
Hudock Inc
Pennsylvania
$66K
FCB
2268
First Command Bank
Texas
$66K +$1.44K +3 +2%
FCFS
2269
First Command Financial Services
Texas
$66K +$1.44K +3 +2%
HWA
2270
HHM Wealth Advisors
Tennessee
$65K -$2.41K -5 -3%
EC
2271
Estate Counselors
Wisconsin
$64K
GFPC
2272
Global Financial Private Client
Florida
$63.2K
SIS
2273
Sound Income Strategies
Florida
$60K +$12K +25 +24%
DAC
2274
Dividend Assets Capital
South Carolina
$57K
MUMSS
2275
Mitsubishi UFJ Morgan Stanley Securities
Japan
$55K -$33.7K -70 -37%