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American International

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
801
Crestwood Advisors Group
Massachusetts
$30K +$31.3K +487 New
LWM
802
Lenox Wealth Management
Ohio
$27K -$29.5K -460 -52%
FCB
803
First Command Bank
Texas
$27K +$2.25K +35 +9%
FCFS
804
First Command Financial Services
Texas
$27K +$2.25K +35 +9%
PCP
805
Proficio Capital Partners
Massachusetts
$27K +$14.8K +230 +113%
ANBT
806
American National Bank & Trust
Texas
$27K +$28.3K +440 New
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K +$3.21K +50 +14%
GI
808
Gradient Investments
Minnesota
$24K +$11.7K +182 +90%
VNA
809
Valley National Advisers
Pennsylvania
$23K -$35.6K -554 -60%
TIM
810
Tortoise Investment Management
New York
$22K -$32.1K -500 -58%
VCM
811
Versant Capital Management
Arizona
$20K -$4.75K -74 -18%
ADL
812
Asset Dedication LLC
California
$19K
MAM
813
Meeder Asset Management
Ohio
$19K
MSFP
814
Mark Sheptoff Financial Planning
Connecticut
$19K +$64 +1 +0.3%
WIM
815
Westside Investment Management
California
$18.5K -$51.4K -800 -73%
ZB
816
Zions Bancorporation
Utah
$18K -$23.7K -369 -55%
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$18K
TFO
818
Tarbox Family Office
California
$18K
PFBT
819
Parkside Financial Bank & Trust
Missouri
$17K -$1.73K -27 -9%
ClearBridge Investments
820
ClearBridge Investments
New York
$16K -$65.7K -1,024 -80%
NSB
821
Norway Savings Bank
Maine
$16K
SGAM
822
Smith Group Asset Management
Texas
$16K
TDC
823
Thompson Davis & Co
Virginia
$16K +$3.47K +54 +28%
HR
824
Howe & Rusling
New York
$13K -$11K -172 -44%
CFD
825
Creative Financial Designs
Indiana
$12K -$8.67K -135 -41%