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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$17K +$17.5K +1,223 New
SAC
1002
Smith Affiliated Capital
New York
$16.3K – – –
BCMIO
1003
Beacon Capital Management Inc (Ohio)
Ohio
$16K – – –
PFSC
1004
Peoples Financial Services Corp
Pennsylvania
$16K – – –
CP
1005
Corbenic Partners
Pennsylvania
$16K +$29 +2 +0.2%
HFM
1006
Hartford Financial Management
Connecticut
$16K +$86 +6 +0.5%
SIG
1007
Stanford Investment Group
California
$15K – – –
APSP
1008
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
CIM
1009
Contravisory Investment Management
Massachusetts
$14K – – –
LWA
1010
Lowe Wealth Advisors
Maryland
$14K – – –
PCC
1011
Park Circle Company
Maryland
$14K – – –
PAI
1012
Pittenger & Anderson Inc
Nebraska
$14K – – –
CGH
1013
Cleary Gull Holdings
Wisconsin
$14K +$157 +11 +1%
DLHL
1014
Donald L. Hagan LLC
Florida
$14K +$14.7K +1,026 New
CAL
1015
Capital Advisors Ltd
Ohio
$13K – – –
PCTC
1016
Perkins Coie Trust Company
Washington
$13K – – –
PMFA
1017
Plante Moran Financial Advisors
Michigan
$12K -$142K -9,921 -92%
RA
1018
Rational Advisors
New York
$12K – – –
TCCM
1019
Timber Creek Capital Management
Massachusetts
$12K +$11.3K +792 +792%
SNT
1020
Security National Trust
West Virginia
$11K -$4.51K -316 -29%
CFS
1021
Commonwealth Financial Services
West Virginia
$11K – – –
GWS
1022
Glassman Wealth Services
Virginia
$11K – – –
MCM
1023
MV Capital Management
Maryland
$11K – – –
BWFA
1024
Baltimore-Washington Financial Advisors
Maryland
$10K – – –
CAW
1025
Cornerstone Advisors (Washington)
Washington
$10K +$6.12K +428 +128%