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Name Holding Trade Value Shares
Change
Change in
Stake
AIL
1001
AGF Investments LLC
Ontario, Canada
$6K – – –
APSP
1002
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K – – –
FCB
1003
First Command Bank
Texas
$6K – – –
FCFS
1004
First Command Financial Services
Texas
$6K – – –
HWP
1005
Hefty Wealth Partners
Indiana
$6K – – –
IF
1006
Ironwood Financial
Arizona
$6K – – –
MFW
1007
Mosaic Family Wealth
Missouri
$6K – – –
WAM
1008
Watermark Asset Management
California
$6K – – –
SFSIG
1009
San Francisco Sentry Investment Group
California
$6K +$5.52K +119 New
RWM
1010
Raffa Wealth Management
District of Columbia
$5.49K – – –
SIM
1011
Sonora Investment Management
Arizona
$5.49K – – –
GWA
1012
Guidant Wealth Advisors
Illinois
$5K – – –
HI
1013
Hudock Inc
Pennsylvania
$5K – – –
PSC
1014
Prentiss Smith & Co
Vermont
$5K – – –
TDC
1015
Thompson Davis & Co
Virginia
$5K – – –
CCM
1016
Cribstone Capital Management
Maine
$4K -$974 -21 -20%
LWA
1017
Lowe Wealth Advisors
Maryland
$4K – – –
CFD
1018
Creative Financial Designs
Indiana
$4K +$3.85K +83 New
MRCM
1019
M&R Capital Management
New Jersey
$3K -$26K -561 -86%
SV
1020
Stilwell Value
New York
$3K – – –
PHK
1021
Point72 Hong Kong
Hong Kong
$3K +$2.41K +52 New
NR
1022
Newfound Research
Massachusetts
$2K -$93 -2 -6%
HFM
1023
Hartford Financial Management
Connecticut
$2K – – –
PCFFS
1024
Pacific Center for Financial Services
California
$2K – – –
DSN
1025
D. Scott Neal
Kentucky
$2K +$2.09K +45 New