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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1826
Alta Capital Management
Utah
$530K +$25.8K +208 +5%
CAGAS
1827
Capital Advisory Group Advisory Services
Minnesota
$530K +$295K +2,378 +130%
AIA
1828
Arcadia Investment Advisors
Idaho
$528K +$519K +4,179 New
NFG
1829
Nations Financial Group
Iowa
$524K +$3.6K +29 +0.7%
PAM
1830
Peak Asset Management
Colorado
$521K -$4.34K -35 -0.8%
MWM
1831
Merriman Wealth Management
Washington
$520K -$9.43K -76 -2%
SXL
1832
Summit X LLC
Missouri
$520K +$71.1K +573 +16%
IA
1833
Independence Advisors
Pennsylvania
$519K -$12.4K -100 -2%
VA
1834
Valmark Advisers
Ohio
$519K +$86.3K +695 +20%
CCM
1835
Consolidated Capital Management
California
$517K -$1.39M -11,165 -73%
SC
1836
SRB Corp
Massachusetts
$517K +$275K +2,218 +118%
TA
1837
Trellis Advisors
Washington
$516K -$41.3K -333 -8%
CCM
1838
Compass Capital Management
Minnesota
$515K – – –
CWM
1839
Circle Wealth Management
New Jersey
$510K +$2.73K +22 +0.5%
SIG
1840
Schaller Investment Group
North Carolina
$509K – – –
VCM
1841
Vision Capital Management
Oregon
$507K +$114K +920 +30%
MBA
1842
McQueen Ball & Associates
Pennsylvania
$506K -$127K -1,022 -20%
NJBEST
1843
New Jersey Better Educational Savings Trust
New Jersey
$506K -$124K -1,000 -20%
GC
1844
Gruss & Co
Florida
$506K – – –
LAM
1845
Lingohr Asset Management
Germany
$506K – – –
PAS
1846
Professional Advisory Services
Florida
$506K – – –
TCB
1847
Texas Capital Bancshares
Texas
$505K -$5.34K -43 -1%
SP
1848
Successful Portfolios
Florida
$504K -$3.97K -32 -0.8%
HHGA
1849
Halbert Hargrove Global Advisors
California
$503K -$5.21K -42 -1%
AC
1850
Alexandria Capital
Virginia
$503K +$36K +290 +8%
72 73
74
75 76