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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1751
Congress Park Capital
New York
$494K – – –
BC
1752
Banced Corp
Illinois
$493K -$170 -4 -0%
JWBC
1753
J.W. Burns & Co
New York
$491K -$16.7K -393 -3%
PGA
1754
Premia Global Advisors
Florida
$491K +$221K +5,214 +83%
GLI
1755
Guardian Life Insurance
New York
$489K -$204K -4,804 -30%
GCM
1756
Gator Capital Management
Florida
$489K – – –
OWA
1757
One Wealth Advisors
California
$489K +$285K +6,719 +144%
MWM
1758
Modera Wealth Management
New Jersey
$488K +$23.8K +560 +5%
VCM
1759
Virtue Capital Management
Tennessee
$487K +$277K +6,530 +146%
NFG
1760
Nadler Financial Group
Illinois
$483K -$14.3K -336 -3%
SP
1761
Successful Portfolios
Florida
$482K +$9.2K +217 +2%
DWM
1762
Doyle Wealth Management
Florida
$481K -$172K -4,048 -27%
ACA
1763
Atlas Capital Advisors
Wyoming
$481K +$475K +11,205 New
CAIMH
1764
Central Asset Investments & Management Holdings
Hong Kong
$480K +$475K +11,200 New
GC
1765
Garde Capital
Washington
$477K -$96.3K -2,270 -17%
HFS
1766
Haverford Financial Services
Pennsylvania
$476K +$137K +3,232 +41%
SMC
1767
Smith, Moore & Co
Missouri
$475K -$278K -6,549 -37%
BCWM
1768
Blue Chip Wealth Management
Florida
$475K +$470K +11,082 New
FCB
1769
First Command Bank
Texas
$474K +$25.7K +607 +6%
GD
1770
Grandfield & Dodd
New York
$474K – – –
FCFS
1771
First Command Financial Services
Texas
$474K +$25.7K +607 +6%
CA
1772
Continuum Advisory
Idaho
$473K -$59.7K -1,407 -11%
CSC
1773
Cove Street Capital
California
$472K -$9.53M -224,700 -95%
SIG
1774
Sky Investment Group
Connecticut
$471K – – –
WA
1775
Waverly Advisors
Alabama
$470K -$629K -14,835 -58%
69 70
71
72 73