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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Modera Wealth Management
New Jersey
$831K +$12.3K +66 +2%
FCB
1002
First Command Bank
Texas
$828K -$156K -840 -17%
FCFS
1003
First Command Financial Services
Texas
$828K -$156K -840 -17%
TIP
1004
Torray Investment Partners
Maryland
$827K
MWM
1005
Mascoma Wealth Management
New Hampshire
$824K +$4.1K +22 +0.5%
BFG
1006
Beacon Financial Group
Texas
$820K -$104K -557 -12%
AF
1007
Allworth Financial
California
$819K +$46.5K +250 +6%
CP
1008
Camelot Portfolios
Ohio
$811K -$184K -990 -19%
SIM
1009
Sonora Investment Management
Arizona
$807K
MMPW
1010
Mitchell McLeod Pugh & Williams
Alabama
$805K -$27.9K -150 -4%
OA
1011
Outfitter Advisors
Virginia
$801K
SM
1012
Sciencast Management
New Jersey
$801K +$754K +4,050 New
CCM
1013
Chickasaw Capital Management
Tennessee
$800K
FM
1014
Foster & Motley
Ohio
$794K +$382K +2,054 +105%
FI
1015
FormulaFolio Investments
Michigan
$792K +$214K +1,151 +40%
SA
1016
Sicart Associates
New York
$791K
SACTSONJ
1017
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$791K
BBNB
1018
Baker Boyer National Bank
Washington
$788K
BA
1019
Boston Advisors
Massachusetts
$786K -$183K -982 -20%
EMG
1020
ETF Managers Group
New Jersey
$785K +$739K +3,972 New
BMC
1021
Beaton Management Company
Massachusetts
$784K +$738K +3,963 New
SXL
1022
Summit X LLC
Missouri
$777K +$730K +3,919 New
EHC
1023
Everett Harris & Co
California
$772K +$26.1K +140 +4%
JWBC
1024
J.W. Burns & Co
New York
$768K
FMW
1025
Farr Miller & Washington
District of Columbia
$767K -$93.1K -500 -11%