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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1501
Lee Financial
Texas
$65K +$23.5K +323 +56%
ACM
1502
Aviance Capital Management
Florida
$64K -$6.91K -95 -10%
CAL
1503
Capital Analysts LLC
Pennsylvania
$62K -$5.89K -81 -9%
FCB
1504
First Command Bank
Texas
$62K +$2.76K +38 +5%
FCFS
1505
First Command Financial Services
Texas
$62K +$2.76K +38 +5%
MWM
1506
MinichMacGregor Wealth Management
New York
$59K -$12K -165 -17%
RCG
1507
Ruggie Capital Group
Florida
$59K – – –
ACM
1508
Armbruster Capital Management
New York
$58K – – –
SKK
1509
Shepherd Kaplan Krochuk
Massachusetts
$57K – – –
ANBT
1510
American National Bank & Trust
Texas
$56K – – –
ADL
1511
Asset Dedication LLC
California
$56K – – –
MAM
1512
Magellan Asset Management
Australia
$54K -$12.4K -171 -19%
WCM
1513
Whitener Capital Management
North Carolina
$52K +$52.3K +719 New
PFSC
1514
Peoples Financial Services Corp
Pennsylvania
$51K – – –
MA
1515
MCF Advisors
Kentucky
$47K +$145 +2 +0.3%
TIM
1516
Tortoise Investment Management
New York
$44K – – –
AWM
1517
AllSquare Wealth Management
New York
$43K -$119K -1,642 -74%
BWA
1518
Burt Wealth Advisors
Maryland
$43K – – –
THWM
1519
Taylor Hoffman Wealth Management
Virginia
$42K +$42K +578 New
RAM
1520
Riggs Asset Management
Pennsylvania
$41K -$18.2K -250 -30%
SIS
1521
Sound Income Strategies
Florida
$41K +$42.2K +581 New
ARMC
1522
American Research & Management Company
Massachusetts
$39K – – –
GFP
1523
Gryphon Financial Partners
Ohio
$39K +$38.9K +535 New
MSA
1524
Marino Stram & Associates
Massachusetts
$39K +$38.9K +535 New
AIS
1525
Accurate Investment Solutions
Pennsylvania
$38K +$291 +4 +0.8%
59 60
61
62 63