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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
2076
Financial Gravity Companies
Texas
$26K +$24.8K +241 New
PS
2077
Portfolio Strategies
New York
$25K +$23.5K +228 New
MCM
2078
Monument Capital Management
Virginia
$24K +$23.9K +232 New
AIM
2079
Assured Investment Management
New York
$23K -$598K -5,804 -96%
RBC
2080
Roble Belko & Company
Pennsylvania
$23K
AIM
2081
Arcadia Investment Management
Michigan
$22K
CCMW
2082
Cypress Capital Management (Wyoming)
Wyoming
$20K +$6.7K +65 +52%
PWM
2083
Paulson Wealth Management
Illinois
$18K +$17.2K +167 New
BCMIO
2084
Beacon Capital Management Inc (Ohio)
Ohio
$17K
WCM
2085
Wealthcare Capital Management
Virginia
$16K +$3.09K +30 +25%
SA
2086
SRH Advisors
Kansas
$13K
KIG
2087
Kessler Investment Group
Indiana
$12K
Financial Engines Advisors
2088
Financial Engines Advisors
California
$12K +$11.8K +115 New
SP
2089
SWS Partners
Ohio
$11K +$10.1K +98 New
PCM
2090
Poehling Capital Management
Wisconsin
$11K +$10.4K +101 New
IAS
2091
INR Advisory Services
Pennsylvania
$10K +$4.12K +40 +75%
BCI
2092
Brinker Capital Investments
Pennsylvania
$9K -$2.99K -29 -26%
AFIA
2093
America First Investment Advisors
Nebraska
$9K +$7.73K +75 +750%
IF
2094
Ironwood Financial
Arizona
$8K
FMP
2095
Financial Management Professionals
Texas
$7K
RCC
2096
Red Cedar Capital
Nebraska
$7K +$6.49K +63 New
FAM
2097
Fred Alger Management
New York
$6K -$294K -2,857 -98%
TJHA
2098
Thomas J. Herzfeld Advisors
Florida
$6K -$73.9K -717 -93%
Winslow Capital Management
2099
Winslow Capital Management
Minnesota
$6K -$2.88K -28 -33%
HCM
2100
Horrell Capital Management
Arkansas
$5K