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Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
1926
Vantage Financial Partners (Illinois)
Illinois
$201K +$186K +1,700 New
LSC
1927
Lesa Sroufe & Co
Washington
$201K +$187K +1,712 New
SA
1928
SRH Advisors
Kansas
$200K – – –
RMC
1929
Regis Management Company
California
$200K +$186K +1,703 New
DSN
1930
D. Scott Neal
Kentucky
$194K +$10.9K +100 +6%
RCG
1931
Ruggie Capital Group
Florida
$192K -$35.7K -327 -17%
NCM
1932
New Capital Management
Texas
$185K +$13.5K +124 +9%
MWM
1933
MinichMacGregor Wealth Management
New York
$184K -$5.13K -47 -3%
IP
1934
Intellectus Partners
California
$182K -$764 -7 -0.4%
MCIA
1935
Mountain Capital Investment Advisors
Colorado
$178K -$2.51K -23 -1%
PFGIA
1936
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$24.9K +228 +19%
CFD
1937
Creative Financial Designs
Indiana
$162K +$982 +9 +0.7%
AIS
1938
Accurate Investment Solutions
Pennsylvania
$159K +$54.8K +502 +59%
IP
1939
Isthmus Partners
Wisconsin
$154K – – –
USGIU
1940
U.S. Global Investors (USGI)
Texas
$153K – – –
LWM
1941
Lenox Wealth Management
Ohio
$153K +$4.91K +45 +4%
WA
1942
Winfield Associates
Ohio
$148K -$4.26K -39 -3%
RAM
1943
Riggs Asset Management
Pennsylvania
$135K – – –
CIM
1944
Contravisory Investment Management
Massachusetts
$135K +$125K +1,146 New
TFO
1945
Tarbox Family Office
California
$131K -$32.1K -294 -21%
CP
1946
Corbenic Partners
Pennsylvania
$130K -$19.5K -179 -14%
LWA
1947
Lowe Wealth Advisors
Maryland
$123K – – –
SIAS
1948
Shine Investment Advisory Services
Colorado
$119K – – –
FWC
1949
First Washington Corp
Washington
$118K – – –
CSC
1950
Cove Street Capital
California
$117K +$109K +1,000 New
76 77
78
79 80