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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1301
Atwood & Palmer
Missouri
$78K -$4.32K -78 -5%
HIIFS
1302
Harel Insurance Investments & Financial Services
Israel
$78K
LWA
1303
Lowe Wealth Advisors
Maryland
$75K +$11.1K +201 +17%
HDIM
1304
Hanson & Doremus Investment Management
Vermont
$74K
WA
1305
WealthTrust-Arizona
Arizona
$74K +$14.7K +265 +24%
CCM
1306
Cribstone Capital Management
Maine
$72K
BTIS
1307
BB&T Investment Services
North Carolina
$71K +$17.3K +312 +32%
VFA
1308
Virtus Fund Advisers
Connecticut
$70K -$105K -1,888 -59%
FCB
1309
First Command Bank
Texas
$70K
FCFS
1310
First Command Financial Services
Texas
$70K
ACM
1311
Aviance Capital Management
Florida
$65K -$71.1K -1,283 -51%
PSC
1312
Prentiss Smith & Co
Vermont
$64K +$16.6K +300 +33%
HS
1313
Horan Securities
United States
$62K -$2.22K -40 -3%
TCM
1314
TD Capital Management
Tennessee
$62K +$277 +5 +0.4%
EFSCE
1315
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$17.2K -310 -21%
OIA
1316
OneDigital Investment Advisors
Kansas
$59K -$15.6K -282 -20%
SJIM
1317
St. Johns Investment Management
Florida
$59K
GRP
1318
Global Retirement Partners
California
$57K -$151K -2,732 -72%
VC
1319
Vestor Capital
Illinois
$57K +$942 +17 +2%
AWMS
1320
Advocacy Wealth Management Services
Georgia
$56K +$22.2K +400 +67%
HT
1321
Heritage Trust
Oklahoma
$55K +$17.6K +317 +45%
FWM
1322
Focused Wealth Management
New York
$55K +$28.6K +517 +100%
DSN
1323
D. Scott Neal
Kentucky
$54K
TIM
1324
Tortoise Investment Management
New York
$53K
LWM
1325
Lenox Wealth Management
Ohio
$53K +$16.5K +298 +43%