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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1901
Beaumont Asset Management
Texas
$2.65M -$31K -320 -1%
CAC
1902
Certified Advisory Corp
Florida
$2.64M +$1.07M +11,040 +69%
KM
1903
Kalos Management
Georgia
$2.64M +$1.22M +12,640 +113%
PCA
1904
Providence Capital Advisors
North Carolina
$2.64M +$2.29M +23,620 +687%
SMC
1905
Smith, Moore & Co
Missouri
$2.63M +$143K +1,480 +6%
OCM
1906
Orser Capital Management
Texas
$2.63M -$242K -2,500 -8%
PP
1907
Pacifica Partners
Canada
$2.63M -$114K -1,180 -4%
ACA
1908
Atlas Capital Advisors
Wyoming
$2.62M -$1.17M -12,080 -31%
DCM
1909
Driehaus Capital Management
Illinois
$2.62M +$2.1M +21,660 +415%
SCA
1910
Strategic Capital Advisers
Colorado
$2.62M +$7.74K +80 +0.3%
SBWIC
1911
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.61M +$7.74K +80 +0.3%
GFPC
1912
Global Financial Private Capital
Florida
$2.61M +$1.33M +13,720 +105%
P3I
1913
Progeny 3 Inc
Washington
$2.61M +$2.59M +26,760 New
CRWM
1914
Castle Rock Wealth Management
California
$2.61M -$1.46M -15,060 -41%
CCM
1915
Compton Capital Management
Rhode Island
$2.6M -$83.2K -860 -3%
NNP
1916
Nachman Norwood & Parrott
South Carolina
$2.6M +$112K +1,160 +5%
BFWA
1917
Benchmark Financial Wealth Advisors
Florida
$2.6M -$94.9K -980 -4%
IAS
1918
IMA Advisory Services
Colorado
$2.6M +$25.2K +260 +1%
WOC
1919
West Oak Capital
California
$2.6M -$48.4K -500 -2%
TWI
1920
Thomas White International
Illinois
$2.59M -$63.9K -660 -2%
RGC
1921
Roberts, Glore & Co
Illinois
$2.59M +$139K +1,440 +6%
WWM
1922
WT Wealth Management
Arizona
$2.58M -$217K -2,240 -8%
CWG
1923
Cornerstone Wealth Group
North Carolina
$2.57M -$221K -2,280 -8%
PCS
1924
Personal CFO Solutions
New Jersey
$2.54M +$263K +2,720 +12%
PFGIA
1925
Patriot Financial Group Insurance Agency
Massachusetts
$2.54M +$827K +8,540 +49%