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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1276
Willingdon Wealth Management
North Carolina
$75K -$4.3K -17 -5%
RA
1277
Rational Advisors
New York
$74K -$523K -2,070 -87%
NCM
1278
Nelson Capital Management
California
$74K – – –
JA
1279
JOYN Advisors
Georgia
$73K +$76.6K +303 New
ARMT
1280
Amica Retiree Medical Trust
Rhode Island
$72K -$79.6K -315 -51%
CPA
1281
Clear Perspective Advisors
Illinois
$72K +$75.8K +300 New
KCPG
1282
Kavar Capital Partners Group
Kansas
$72K +$75.8K +300 New
RBC
1283
Roble Belko & Company
Pennsylvania
$70K +$9.61K +38 +15%
GWA
1284
Guidant Wealth Advisors
Illinois
$67K +$758 +3 +1%
CAC
1285
Certified Advisory Corp
Florida
$67K +$50.6K +200 +250%
PCM
1286
Princeton Capital Management
New Jersey
$67K +$70.3K +278 New
PG
1287
Patten Group
Tennessee
$66K – – –
CA
1288
Centerpoint Advisors
Massachusetts
$65K – – –
TC
1289
Trust Company
Kansas
$60K – – –
FGC
1290
Financial Gravity Companies
Texas
$59K +$61.2K +242 +12,100%
FGAM
1291
Financial Gravity Asset Management
Texas
$59K +$61.7K +244 New
KA
1292
Kaizen Advisory
Illinois
$57K – – –
EFSCE
1293
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$4.8K +19 +9%
NSIM
1294
North Star Investment Management
Illinois
$53K +$11.4K +45 +26%
ADL
1295
Asset Dedication LLC
California
$53K +$25.3K +100 +83%
BWL
1296
Bogart Wealth LLC
Virginia
$51K – – –
WEC
1297
Winslow Evans & Crocker
Massachusetts
$48K – – –
GAM
1298
Gemmer Asset Management
California
$48K – – –
NC
1299
NewSquare Capital
Pennsylvania
$48K – – –
PCA
1300
Providence Capital Advisors
North Carolina
$48K – – –
50 51
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