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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1601
First Command Bank
Texas
$533K -$112K -669 -17%
FCFS
1602
First Command Financial Services
Texas
$533K -$112K -669 -17%
FSA
1603
Fort Sheridan Advisors
Illinois
$533K +$121K +725 +29%
OF
1604
Outfitter Financial
Maine
$532K
SNB
1605
Security National Bank
Nebraska
$531K
FPS
1606
Fieldpoint Private Securities
Connecticut
$531K +$27.2K +163 +5%
GWA
1607
GGM Wealth Advisors
Maryland
$530K +$3.34K +20 +0.6%
PCIA
1608
Prime Capital Investment Advisors
Kansas
$529K +$37.2K +223 +8%
PP
1609
PDS Planning
Ohio
$528K +$28.2K +169 +6%
TK
1610
TIAA Kaspick
Massachusetts
$526K
NFC
1611
Northeast Financial Consultants
Connecticut
$526K +$105K +630 +25%
SFSIG
1612
San Francisco Sentry Investment Group
California
$525K +$16.9K +101 +3%
VST
1613
Van Strum & Towne
California
$524K +$4K +24 +0.8%
BCA
1614
Berman Capital Advisors
Georgia
$524K +$60.2K +361 +13%
BBA
1615
Braun-Bostich & Associates
Pennsylvania
$523K -$8.68K -52 -2%
FFA
1616
First Foundation Advisors
California
$522K +$334 +2 +0.1%
FC
1617
Forte Capital
New York
$522K +$501 +3 +0.1%
IWP
1618
Icon Wealth Partners
Texas
$521K -$3.5K -21 -0.7%
KFI
1619
Key Financial Inc
Pennsylvania
$521K +$7.84K +47 +2%
LFF
1620
Level Four Financial
Texas
$520K +$25.5K +153 +5%
BB
1621
Berkshire Bank
Massachusetts
$519K -$15.4K -92 -3%
MMPW
1622
Mitchell McLeod Pugh & Williams
Alabama
$518K +$167 +1 +0%
IIA
1623
ICW Investment Advisors
Arizona
$517K +$20.9K +125 +4%
TAM
1624
Townsend Asset Management
North Carolina
$515K +$84.8K +508 +20%
FPFS
1625
First Personal Financial Services
North Carolina
$514K -$49.9K -299 -9%