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Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1001
Beacon Capital Management Inc (Ohio)
Ohio
$16K
PFSC
1002
Peoples Financial Services Corp
Pennsylvania
$16K
CP
1003
Corbenic Partners
Pennsylvania
$16K +$29 +2 +0.2%
HFM
1004
Hartford Financial Management
Connecticut
$16K +$86 +6 +0.5%
SIG
1005
Stanford Investment Group
California
$15K
APSP
1006
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
CIM
1007
Contravisory Investment Management
Massachusetts
$14K
LWA
1008
Lowe Wealth Advisors
Maryland
$14K
PCC
1009
Park Circle Company
Maryland
$14K
PAI
1010
Pittenger & Anderson Inc
Nebraska
$14K
CGH
1011
Cleary Gull Holdings
Wisconsin
$14K +$157 +11 +1%
DLHL
1012
Donald L. Hagan LLC
Florida
$14K +$14.7K +1,026 New
CAL
1013
Capital Advisors Ltd
Ohio
$13K
PCTC
1014
Perkins Coie Trust Company
Washington
$13K
Nuveen
1015
Nuveen
North Carolina
$12.2K -$10.4M -731,163 -45%
PMFA
1016
Plante Moran Financial Advisors
Michigan
$12K -$142K -9,921 -92%
RA
1017
Rational Advisors
New York
$12K
TCCM
1018
Timber Creek Capital Management
Massachusetts
$12K +$11.3K +792 +792%
SNT
1019
Security National Trust
West Virginia
$11K -$4.51K -316 -29%
CFS
1020
Commonwealth Financial Services
West Virginia
$11K
GWS
1021
Glassman Wealth Services
Virginia
$11K
MCM
1022
MV Capital Management
Maryland
$11K
BWFA
1023
Baltimore-Washington Financial Advisors
Maryland
$10K
CAW
1024
Cornerstone Advisors (Washington)
Washington
$10K +$6.12K +428 +128%
SGC
1025
South Georgia Capital
Illinois
$9K -$37.2K -2,600 -79%