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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1526
Mascoma Wealth Management
New Hampshire
$29K – – –
SPI
1527
Santori & Peters Inc
Pennsylvania
$29K +$26.6K +179 New
FAM
1528
Fred Alger Management
New York
$22K – – –
BWL
1529
Bogart Wealth LLC
Virginia
$21K -$41K -276 -66%
FFG
1530
Ford Financial Group
California
$21K +$20.1K +135 New
MFT
1531
Moisand Fitzgerald Tamayo
Florida
$20K -$9.96K -67 -34%
NC
1532
NewSquare Capital
Pennsylvania
$20K -$6.69K -45 -25%
AIL
1533
AGF Investments LLC
Ontario, Canada
$20K +$8.62K +58 +78%
AP
1534
Advisors Preferred
Maryland
$17K -$48.5K -326 -74%
PFGIA
1535
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$6.69K +45 +73%
AWM
1536
AllSquare Wealth Management
New York
$15K – – –
CIM
1537
Contravisory Investment Management
Massachusetts
$15K – – –
EWM
1538
Edge Wealth Management
New York
$15K – – –
FMP
1539
Financial Management Professionals
Texas
$15K – – –
IP
1540
Isthmus Partners
Wisconsin
$15K – – –
NCM
1541
New Capital Management
Texas
$15K – – –
Financial Engines Advisors
1542
Financial Engines Advisors
California
$15K +$14.9K +100 New
PS
1543
Portfolio Strategies
New York
$14K +$13.4K +90 New
VCM
1544
Vigilant Capital Management
Maine
$14K +$14.1K +95 New
AIS
1545
Accurate Investment Solutions
Pennsylvania
$12K – – –
FCB
1546
First Command Bank
Texas
$12K – – –
FCFS
1547
First Command Financial Services
Texas
$12K – – –
HDIM
1548
Hanson & Doremus Investment Management
Vermont
$12K – – –
WWMSC
1549
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$10.7K +72 New
LWA
1550
Lenox Wealth Advisors
New York
$12K +$11.4K +77 +1,925%