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Name Holding Trade Value Shares
Change
Change in
Stake
PR
976
Payden & Rygel
California
$178K – – –
CL
977
CSS LLC
Illinois
$178K +$167K +900 New
FHA
978
Flagship Harbor Advisors
Massachusetts
$175K +$186 +1 +0.1%
MCM
979
Manchester Capital Management
Vermont
$173K – – –
AP
980
Atwood & Palmer
Missouri
$171K – – –
DWA
981
Dougherty Wealth Advisers
Minnesota
$165K +$93K +500 +148%
HFM
982
Harvest Fund Management
China
$162K – – –
FGAM
983
Financial Gravity Asset Management
Texas
$160K +$75.1K +404 +100%
TPWA
984
TRUE Private Wealth Advisors
Oregon
$159K +$149K +804 New
CAGAS
985
Capital Advisory Group Advisory Services
Minnesota
$151K +$3.35K +18 +2%
PCG
986
Private Capital Group
Connecticut
$149K -$85.9K -462 -30%
GSC
987
G&S Capital
Colorado
$146K -$13K -70 -9%
GLI
988
Guardian Life Insurance
New York
$144K – – –
WAP
989
Wealthcare Advisory Partners
Pennsylvania
$143K – – –
CMBA
990
C.M. Bidwell & Associates
Hawaii
$141K -$9.3K -50 -7%
ACS
991
Archford Capital Strategies
Illinois
$141K – – –
TSW
992
Thompson Siegel & Walmsley
Virginia
$141K – – –
BCA
993
Berman Capital Advisors
Georgia
$140K +$4.65K +25 +4%
RIA
994
Realta Investment Advisors
Delaware
$139K -$20.8K -112 -14%
CBT
995
Capital Bank & Trust
California
$138K +$93K +500 +250%
SIC
996
Salem Investment Counselors
North Carolina
$130K -$1.86K -10 -1%
PCM
997
Prelude Capital Management
New York
$126K +$119K +640 New
MWC
998
MBM Wealth Consultants
Missouri
$121K – – –
BFC
999
Bedel Financial Consulting
Indiana
$118K – – –
KLWA
1000
Kelly Lawrence W & Associates
California
$118K – – –