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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1601
Connecticut Wealth Management
Connecticut
$537K -$343K -2,056 -39%
FCB
1602
First Command Bank
Texas
$533K -$112K -669 -17%
FCFS
1603
First Command Financial Services
Texas
$533K -$112K -669 -17%
FSA
1604
Fort Sheridan Advisors
Illinois
$533K +$121K +725 +29%
OF
1605
Outfitter Financial
Maine
$532K – – –
SNB
1606
Security National Bank
Nebraska
$531K – – –
FPS
1607
Fieldpoint Private Securities
Connecticut
$531K +$27.2K +163 +5%
GWA
1608
GGM Wealth Advisors
Maryland
$530K +$3.34K +20 +0.6%
PCIA
1609
Prime Capital Investment Advisors
Kansas
$529K +$37.2K +223 +8%
PP
1610
PDS Planning
Ohio
$528K +$28.2K +169 +6%
TK
1611
TIAA Kaspick
Massachusetts
$526K – – –
NFC
1612
Northeast Financial Consultants
Connecticut
$526K +$105K +630 +25%
SFSIG
1613
San Francisco Sentry Investment Group
California
$525K +$16.9K +101 +3%
VST
1614
Van Strum & Towne
California
$524K +$4K +24 +0.8%
BCA
1615
Berman Capital Advisors
Georgia
$524K +$60.2K +361 +13%
BBA
1616
Braun-Bostich & Associates
Pennsylvania
$523K -$8.68K -52 -2%
FFA
1617
First Foundation Advisors
California
$522K +$334 +2 +0.1%
FC
1618
Forte Capital
New York
$522K +$501 +3 +0.1%
IWP
1619
Icon Wealth Partners
Texas
$521K -$3.5K -21 -0.7%
KFI
1620
Key Financial Inc
Pennsylvania
$521K +$7.84K +47 +2%
LFF
1621
Level Four Financial
Texas
$520K +$25.5K +153 +5%
BB
1622
Berkshire Bank
Massachusetts
$519K -$15.4K -92 -3%
MMPW
1623
Mitchell McLeod Pugh & Williams
Alabama
$518K +$167 +1 +0%
IIA
1624
ICW Investment Advisors
Arizona
$517K +$20.9K +125 +4%
TAM
1625
Townsend Asset Management
North Carolina
$515K +$84.8K +508 +20%