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Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
2151
First Command Financial Services
Texas
$133K +$40.6K +125 +47%
CCA
2152
Column Capital Advisors
Indiana
$131K -$25K -77 -17%
AA
2153
Advisory Alpha
Michigan
$129K +$122K +376 New
IBOK
2154
Independence Bank of Kentucky
Kentucky
$127K – – –
FAM
2155
Fred Alger Management
New York
$123K -$176K -540 -60%
ONST
2156
Old North State Trust
North Carolina
$116K +$112K +344 New
GWMIA
2157
Global Wealth Management Investment Advisory
Florida
$115K +$1.63K +5 +1%
RBC
2158
Roble Belko & Company
Pennsylvania
$113K -$24.4K -75 -18%
PG
2159
Proffitt & Goodson
Tennessee
$112K – – –
MLFP
2160
MPS Loria Financial Planners
Illinois
$109K – – –
MA
2161
MCF Advisors
Kentucky
$105K +$47.1K +145 +88%
CAM
2162
Cacti Asset Management
Georgia
$102K -$65K -200 -40%
LWM
2163
Liberty Wealth Management
California
$101K -$18.9K -58 -16%
BCM
2164
Blume Capital Management
California
$101K – – –
HCM
2165
Highlander Capital Management
New Jersey
$101K – – –
GSIS
2166
Global Strategic Investment Solutions
Arizona
$94K – – –
JWM
2167
Janiczek Wealth Management
Colorado
$92K +$17.9K +55 +25%
KFS
2168
Kelly Financial Services
Massachusetts
$88.4K – – –
ST
2169
Sageworth Trust
Pennsylvania
$85K -$3.9K -12 -5%
KIG
2170
Kessler Investment Group
Indiana
$82K – – –
PFO
2171
Pathstone Family Office
New Jersey
$81K +$12.7K +39 +20%
CYG
2172
Clean Yield Group
Vermont
$70K – – –
AWM
2173
AllSquare Wealth Management
New York
$68K – – –
CAL
2174
Capital Advisors Ltd
Ohio
$68K – – –
HWM
2175
HighMark Wealth Management
Minnesota
$68K – – –