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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1001
Personal Capital Advisors
California
$202K -$15.3K -1,152 -8%
FCB
1002
First Command Bank
Texas
$202K
FCFS
1003
First Command Financial Services
Texas
$202K
AFS
1004
Axiom Financial Strategies
Indiana
$201K -$13.3K -1,000 -7%
LSAG
1005
Lake Street Advisors Group
New Hampshire
$201K +$3.46K +260 +2%
OFG
1006
Oxford Financial Group
Indiana
$201K +$3.99K +300 +2%
FMN
1007
Financial Management Network
California
$200K -$13.3K -1,000 -7%
TA
1008
TruWealth Advisors
Louisiana
$198K -$7.78K -585 -4%
MIC
1009
Means Investment Company
Maine
$198K +$3.55K +267 +2%
FCM
1010
Firestone Capital Management
Florida
$197K
T
1011
TOBAM
France
$197K
PWM
1012
PBMares Wealth Management
Virginia
$197K +$7.72K +581 +5%
HPC
1013
HM Payson & Co
Maine
$197K +$18.6K +1,400 +12%
DWT
1014
Dorsey & Whitney Trust
South Dakota
$195K -$56K -4,211 -24%
VA
1015
Valmark Advisers
Ohio
$195K +$1.46K +110 +0.8%
JWA
1016
JFS Wealth Advisors
Pennsylvania
$195K +$10.2K +765 +6%
OIA
1017
Optimum Investment Advisors
Illinois
$194K -$7.31K -550 -4%
CPSAC
1018
Chas P. Smith & Associates (CPS)
Florida
$194K
MMHP
1019
Murphy Middleton Hinkle & Parker
Georgia
$194K
SC
1020
Sepio Capital
Utah
$194K +$2.92K +220 +2%
AI
1021
Accredited Investors
Minnesota
$194K +$35.5K +2,674 +26%
GI
1022
GAMCO Investors
Connecticut
$193K -$45.9K -3,450 -21%
H
1023
HoyleCohen
California
$193K +$13.6K +1,024 +9%
AAM
1024
Auxier Asset Management
Oregon
$193K +$19.9K +1,500 +13%
HFS
1025
Howard Financial Services
Texas
$193K +$173K +13,013 New