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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1351
Independence Bank of Kentucky
Kentucky
$74K +$69.2K +1,345 New
NCM
1352
Nelson Capital Management
California
$72K – – –
LF
1353
Lee Financial
Texas
$68K – – –
SHJ
1354
Sharkey, Howes & Javer
Colorado
$67K – – –
TIM
1355
Tortoise Investment Management
New York
$66K – – –
CHP
1356
Cable Hill Partners
Oregon
$63K – – –
OWA
1357
One Wealth Advisors
California
$63K +$59.1K +1,150 New
KA
1358
Kaizen Advisory
Illinois
$63K +$59.5K +1,156 New
MSA
1359
Marino Stram & Associates
Massachusetts
$62K +$57.9K +1,126 New
LIM
1360
Lagoda Investment Management
New York
$61K – – –
VIA
1361
Vantage Investment Advisors
Pennsylvania
$59K +$23.8K +462 +43%
TFA
1362
Toth Financial Advisory
Virginia
$57K +$53.8K +1,046 New
VFA
1363
Virtus Fund Advisers
Connecticut
$56K – – –
CAC
1364
Certified Advisory Corp
Florida
$56K +$52.9K +1,028 New
IP
1365
Intellectus Partners
California
$55K – – –
TFS
1366
TrustCore Financial Services
Tennessee
$54K +$50.7K +985 New
PCP
1367
Proficio Capital Partners
Massachusetts
$50K +$103 +2 +0.2%
PCFFS
1368
Pacific Center for Financial Services
California
$50K +$5.14K +100 +12%
GI
1369
Gradient Investments
Minnesota
$47K +$44.4K +863 New
PCIA
1370
Prime Capital Investment Advisors
Kansas
$44K +$41.1K +800 New
PCTC
1371
Perkins Coie Trust Company
Washington
$43K – – –
PO
1372
Private Ocean
California
$43K +$2.37K +46 +6%
OFW
1373
Omnia Family Wealth
Florida
$41K +$25.5K +496 +201%
WCAMG
1374
Woodard & Company Asset Management Group
North Carolina
$39K +$36.3K +706 New
LGWM
1375
Litman Gregory Wealth Management
California
$38K – – –
53 54
55
56 57