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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
1076
Financial Gravity Companies
Texas
$54K +$32.3K +444 +140%
FGAM
1077
Financial Gravity Asset Management
Texas
$54K +$55.5K +762 New
FCFS
1078
First Command Financial Services
Texas
$53K +$582 +8 +1%
TFS
1079
TrustCore Financial Services
Tennessee
$53K +$47.8K +656 +650%
FCB
1080
First Command Bank
Texas
$52.1K
LWM
1081
Lenox Wealth Management
Ohio
$46K
DWM
1082
Destination Wealth Management
California
$45K +$47.7K +655 New
ST
1083
Smithfield Trust
Pennsylvania
$44K -$110K -1,508 -70%
GI
1084
Gradient Investments
Minnesota
$44K -$13.5K -185 -23%
Lazard Asset Management
1085
Lazard Asset Management
New York
$44K -$8.66K -119 -16%
MRCM
1086
M&R Capital Management
New Jersey
$43K
TCM
1087
Tradewinds Capital Management
Washington
$43K
SPL
1088
Smart Portfolios LLC
Washington
$43K +$45.4K +624 New
PCP
1089
Proficio Capital Partners
Massachusetts
$42K -$437 -6 -1%
WAS
1090
Winch Advisory Services
Wisconsin
$42K +$364 +5 +0.8%
SHJ
1091
Sharkey, Howes & Javer
Colorado
$41K
NCM
1092
New Capital Management
Texas
$39K +$146 +2 +0.4%
GAM
1093
Gemmer Asset Management
California
$38K
TCM
1094
TD Capital Management
Tennessee
$38K
HDIM
1095
Hanson & Doremus Investment Management
Vermont
$38K +$13.8K +190 +53%
HFP
1096
Holistic Financial Partners
Indiana
$37K
KA
1097
Kaizen Advisory
Illinois
$37K
VDFA
1098
Vickerman & Driscoll Financial Advisors
Washington
$36K +$364 +5 +1%
AAP
1099
Arax Advisory Partners
Colorado
$36K +$2.04K +28 +6%
CFD
1100
Creative Financial Designs
Indiana
$36K +$7.42K +102 +25%