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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1001
Reilly Financial Advisors
California
$41K – – –
AF
1002
Allworth Financial
California
$41K +$1.83K +10 +4%
CJA
1003
C-J Advisory
California
$40K – – –
KPCM
1004
Kings Point Capital Management
New York
$40K – – –
SIC
1005
Salem Investment Counselors
North Carolina
$40K +$34.7K +190 New
LC
1006
Lavaca Capital
Texas
$40K +$45.3K +248 New
GWS
1007
Glassman Wealth Services
Virginia
$39K -$4.75K -26 -10%
CLOS
1008
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –
EWM
1009
Edge Wealth Management
New York
$39K – – –
RTC
1010
Riverview Trust Company
Washington
$39K – – –
CHP
1011
Cable Hill Partners
Oregon
$39K +$5.11K +28 +13%
LFA
1012
Legacy Financial Advisors
Kentucky
$37K -$17.2K -94 -29%
TC
1013
Truvestments Capital
Florida
$37K +$42.2K +231 New
CCM
1014
Covington Capital Management
California
$34K -$15.5K -85 -29%
WAP
1015
Wealthcare Advisory Partners
Pennsylvania
$34K -$2.19K -12 -5%
ARMC
1016
American Research & Management Company
Massachusetts
$34K – – –
LWA
1017
Lowe Wealth Advisors
Maryland
$34K +$39.1K +214 New
NCM
1018
Nelson Capital Management
California
$32K +$1.46K +8 +4%
FCA
1019
FinTrust Capital Advisors
South Carolina
$32K +$9.86K +54 +39%
FBT
1020
First Bank & Trust
South Dakota
$31K -$157K -860 -82%
PCIA
1021
Prime Capital Investment Advisors
Kansas
$31K -$7.85K -43 -18%
HSA
1022
Hussman Strategic Advisors
Maryland
$31K -$183 -1 -0.5%
ACS
1023
Archford Capital Strategies
Illinois
$29K -$7.49K -41 -19%
BFC
1024
Bedel Financial Consulting
Indiana
$29K – – –
EARNEST Partners
1025
EARNEST Partners
Georgia
$29K – – –