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Name Holding Trade Value Shares
Change
Change in
Stake
CS
1301
Credential Securities
$320K -$4.97K -33 -1%
NFG
1302
Nadler Financial Group
Illinois
$319K +$13.4K +89 +4%
CC
1303
Capital Counsel
New York
$317K – – –
CCA
1304
Catalyst Capital Advisors
New York
$314K -$57.9K -385 -15%
PG
1305
Patten Group
Tennessee
$311K +$17K +113 +6%
PFS
1306
Prospera Financial Services
Texas
$309K -$224K -1,486 -42%
SIP
1307
Stoneridge Investment Partners
Pennsylvania
$309K +$318K +2,112 New
CA
1308
Cornerstone Advisory
Maryland
$307K -$182K -1,209 -37%
NCCM
1309
Nine Chapters Capital Management
New Jersey
$307K +$316K +2,100 New
IAMOG
1310
Investors Asset Management of Georgia
Georgia
$306K – – –
PK
1311
Pflug Koory
Nebraska
$306K +$315K +2,094 New
IAA
1312
Independent Advisor Alliance
North Carolina
$305K +$297K +1,975 New
KF
1313
Krilogy Financial
Missouri
$302K +$126K +836 +68%
NAM
1314
North American Management
Massachusetts
$301K – – –
LCOV
1315
London Company of Virginia
Virginia
$300K – – –
GIM
1316
Greylin Investment Management
Virginia
$299K +$105K +697 +52%
ECM
1317
Ensemble Capital Management
California
$297K +$306K +2,030 New
HI
1318
Hudock Inc
Pennsylvania
$296K +$1.2K +8 +0.4%
CA
1319
Capital Advantage
California
$294K +$19.4K +129 +7%
KFP
1320
Keystone Financial Planning
Ohio
$294K +$302K +2,008 New
EGM
1321
Engineers Gate Manager
New York
$292K -$271K -1,800 -47%
CM
1322
Castleark Management
Illinois
$292K – – –
FM
1323
Family Management
New York
$292K – – –
CCA
1324
Clearwater Capital Advisors
Illinois
$291K +$291K +1,933 New
CAM
1325
Concorde Asset Management
Michigan
$290K -$34.8K -231 -11%