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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1301
NewSquare Capital
Pennsylvania
$20K +$4.53K +74 +28%
AWM
1302
AllSquare Wealth Management
New York
$19K – – –
PAI
1303
Pittenger & Anderson Inc
Nebraska
$19K +$1.22K +20 +6%
BDWM
1304
Brewin Dolphin Wealth Management
Ireland
$18.2K – – –
RWM
1305
Raffa Wealth Management
District of Columbia
$18.2K – – –
CWC
1306
Carolinas Wealth Consulting
North Carolina
$18K -$3K -49 -13%
VNA
1307
Valley National Advisers
Pennsylvania
$18K – – –
Loomis, Sayles & Company
1308
Loomis, Sayles & Company
Massachusetts
$18K +$3.37K +55 +21%
DOA
1309
D'Orazio & Associates
Virginia
$18K +$10.2K +167 +119%
WWMSC
1310
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$15.8K +258 +379%
MWM
1311
Mascoma Wealth Management
New Hampshire
$18K +$19.3K +316 New
DSC
1312
Duncker Streett & Co
Missouri
$17K -$36.7K -599 -68%
FPFS
1313
First Personal Financial Services
North Carolina
$17K – – –
AA
1314
Addison Advisors
Vermont
$16K – – –
AFG
1315
Albion Financial Group
Utah
$16K – – –
TCCM
1316
Timber Creek Capital Management
Massachusetts
$16K – – –
WBC
1317
West Branch Capital
Massachusetts
$16K +$2.14K +35 +14%
TCM
1318
Tradewinds Capital Management
Washington
$15K -$1.22K -20 -7%
FCB
1319
First Command Bank
Texas
$15K – – –
FCFS
1320
First Command Financial Services
Texas
$15K – – –
WFA
1321
West Financial Advisors
Iowa
$14K – – –
HWM
1322
Holloway Wealth Management
Florida
$13K – – –
RG
1323
Retirement Group
California
$13K – – –
TCM
1324
TD Capital Management
Tennessee
$13K – – –
TFA
1325
Toth Financial Advisory
Virginia
$13K – – –