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Name Holding Trade Value Shares
Change
Change in
Stake
NCMG
1801
NCM Capital Management Group
North Carolina
$93K +$1.52K +53 +2%
AIM
1802
Acuity Investment Management
Ontario, Canada
$90K
DOA
1803
D'Orazio & Associates
Virginia
$84K -$7.14K -249 -8%
FMT
1804
First Mercantile Trust
Tennessee
$82K -$955K -33,317 -92%
ECM
1805
Exchange Capital Management
Michigan
$82K +$68.4K +2,386 +630%
DA
1806
Dunvegan Associates
California
$80K
NCM
1807
Nelson Capital Management
California
$78K
CAL
1808
Capital Analysts LLC
Pennsylvania
$76K +$11.5K +401 +18%
IMS
1809
Index Management Solutions
Pennsylvania
$70K -$726K -25,328 -91%
CFN
1810
Cordasco Financial Network
Florida
$69K
GWA
1811
Genesis Wealth Advisors
Massachusetts
$64.8K +$56.5K +1,971 New
EMA
1812
Efficient Market Advisors
California
$62K
QAM
1813
QCI Asset Management
New York
$61K -$9.06K -316 -13%
WA
1814
WealthTrust-Arizona
Arizona
$58K +$143 +5 +0.3%
CWM
1815
Catamount Wealth Management
Connecticut
$58K +$55.9K +1,950 New
LIM
1816
Lagoda Investment Management
New York
$58K +$56.7K +1,977 New
IWC
1817
Integrated Wealth Counsel
California
$56K
SCM
1818
Seamans Capital Management
Massachusetts
$50K
KAS
1819
Kemnay Advisory Services
New York
$47K
RWM
1820
Raffa Wealth Management
District of Columbia
$45.4K +$3.04K +106 +7%
MUMSS
1821
Mitsubishi UFJ Morgan Stanley Securities
Japan
$45K
PRS
1822
Pinkerton Retirement Specialists
Idaho
$45K +$18.5K +645 New
FNBSF
1823
First National Bank Sioux Falls
South Dakota
$43K -$238K -8,290 -85%
VC
1824
Vestor Capital
Illinois
$43K +$41.5K +1,449 New
LWM
1825
Lenox Wealth Management
Ohio
$36K