Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1326
First Personal Financial Services
North Carolina
$19K – – –
VNA
1327
Valley National Advisers
Pennsylvania
$19K – – –
FFG
1328
Ford Financial Group
California
$19K +$20.6K +312 New
TCCM
1329
Timber Creek Capital Management
Massachusetts
$18K – – –
AA
1330
Addison Advisors
Vermont
$18K +$18.5K +280 New
AFG
1331
Albion Financial Group
Utah
$18K +$18.9K +286 New
FCB
1332
First Command Bank
Texas
$17K -$13.2K -200 -43%
FCFS
1333
First Command Financial Services
Texas
$17K -$13.2K -200 -43%
Loomis, Sayles & Company
1334
Loomis, Sayles & Company
Massachusetts
$17K – – –
NC
1335
NewSquare Capital
Pennsylvania
$17K – – –
TCM
1336
Tradewinds Capital Management
Washington
$17K +$2.31K +35 +15%
POIA
1337
Pin Oak Investment Advisors
Texas
$17K +$13.2K +200 +313%
WFA
1338
West Financial Advisors
Iowa
$16K – – –
MCM
1339
MV Capital Management
Maryland
$16K +$4.56K +69 +37%
WBC
1340
West Branch Capital
Massachusetts
$16K +$16.2K +246 New
TFA
1341
Toth Financial Advisory
Virginia
$15K – – –
BWL
1342
Bogart Wealth LLC
Virginia
$15K +$3.96K +60 +34%
HWM
1343
Holloway Wealth Management
Florida
$14K – – –
RG
1344
Retirement Group
California
$14K – – –
TCM
1345
TD Capital Management
Tennessee
$14K – – –
CP
1346
Corbenic Partners
Pennsylvania
$14K +$132 +2 +0.9%
FCAS
1347
First Command Advisory Services
Texas
$14K +$14.6K +221 New
KFAA
1348
Klaas Financial Asset Advisors
Illinois
$13K +$132 +2 +1%
JEST
1349
JTC Employer Solutions Trustee
Jersey
$13K +$13.7K +207 New
SFG
1350
Sage Financial Group
Pennsylvania
$12K – – –