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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1001
First Command Bank
Texas
$18K
FCFS
1002
First Command Financial Services
Texas
$18K
BWA
1003
Burt Wealth Advisors
Maryland
$16K
DPA
1004
Delphi Private Advisors
California
$16K
AC
1005
Avestar Capital
New York
$15K -$3.11K -23 -14%
AWM
1006
AllSquare Wealth Management
New York
$15K
FC
1007
Ferris Capital
Massachusetts
$14K -$1.08K -8 -7%
POIA
1008
Pin Oak Investment Advisors
Texas
$14K
VIMU
1009
Veritas Investment Management (UK)
United Kingdom
$14K
ICM
1010
IMS Capital Management
Oregon
$14K +$14.5K +107 New
AIM
1011
Anchor Investment Management
South Carolina
$13.6K
BCA
1012
Bray Capital Advisors
Florida
$13K
MFT
1013
Moisand Fitzgerald Tamayo
Florida
$13K
RBC
1014
Roble Belko & Company
Pennsylvania
$13K
TFO
1015
Tarbox Family Office
California
$13K +$1.89K +14 +16%
BWA
1016
BDO Wealth Advisors
Florida
$12K
LWA
1017
Lenox Wealth Advisors
New York
$11K -$2.16K -16 -16%
SGAM
1018
Smith Group Asset Management
Texas
$11K -$1.35K -10 -11%
HR
1019
Howe & Rusling
New York
$11K -$406 -3 -4%
KL
1020
KWMG LLC
Kansas
$11K
MCA
1021
Mercer Capital Advisers
New Jersey
$11K
AIL
1022
AGF Investments LLC
Ontario, Canada
$11K +$5.55K +41 +100%
TWMP
1023
Taylor Wealth Management Partners
Massachusetts
$11K +$11.5K +85 New
WIM
1024
Westside Investment Management
California
$10.1K
RFM
1025
Royal Fund Management
Florida
$10K -$3.11K -23 -22%