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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1226
Royal Fund Management
Florida
$185K +$171K +3,708 New
JWM
1227
Jacobus Wealth Management
Wisconsin
$183K
EWM
1228
Endurance Wealth Management
Rhode Island
$182K
CAM
1229
Close Asset Management
United Kingdom
$174K +$160K +3,476 New
FPB
1230
First PREMIER Bank
South Dakota
$170K -$54K -1,170 -26%
VCM
1231
Versant Capital Management
Arizona
$167K +$12.4K +269 +9%
ECM
1232
Elgethun Capital Management
South Dakota
$165K +$151K +3,283 New
IIC
1233
Integrated Investment Consultants
Michigan
$155K +$23.2K +504 +19%
FCB
1234
First Command Bank
Texas
$148K +$136K +2,954 New
FCFS
1235
First Command Financial Services
Texas
$148K +$136K +2,954 New
MA
1236
MCF Advisors
Kentucky
$142K +$415 +9 +0.3%
CPP
1237
Crow Point Partners
Massachusetts
$139K +$127K +2,763 New
ACS
1238
Archford Capital Strategies
Illinois
$138K -$30.3K -658 -19%
CCM
1239
Cribstone Capital Management
Maine
$136K -$5.53K -120 -4%
Cohen & Steers
1240
Cohen & Steers
New York
$130K +$46.1K +1,000 +63%
HR
1241
Howe & Rusling
New York
$127K -$6.41K -139 -5%
RFA
1242
Reilly Financial Advisors
California
$126K -$99.1K -2,150 -46%
PRS
1243
Pinkerton Retirement Specialists
Idaho
$123K -$101K -2,195 -47%
DPA
1244
Delphi Private Advisors
California
$123K
BWM
1245
Baystate Wealth Management
Massachusetts
$123K +$111K +2,409 New
BKA
1246
Brick & Kyle Associates
Pennsylvania
$118K
AF
1247
Allworth Financial
California
$118K +$369 +8 +0.3%
VWM
1248
Valley Wealth Managers
New Jersey
$114K -$58.1K -1,261 -36%
FMP
1249
Financial Management Professionals
Texas
$114K -$27.4K -595 -21%
AWMS
1250
Advocacy Wealth Management Services
Georgia
$112K