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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1276
Clear Perspective Advisors
Illinois
$72K +$75.8K +300 New
KCPG
1277
Kavar Capital Partners Group
Kansas
$72K +$75.8K +300 New
RBC
1278
Roble Belko & Company
Pennsylvania
$70K +$9.61K +38 +15%
GWA
1279
Guidant Wealth Advisors
Illinois
$67K +$758 +3 +1%
CAC
1280
Certified Advisory Corp
Florida
$67K +$50.6K +200 +250%
PCM
1281
Princeton Capital Management
New Jersey
$67K +$70.3K +278 New
PG
1282
Patten Group
Tennessee
$66K – – –
CA
1283
Centerpoint Advisors
Massachusetts
$65K – – –
TC
1284
Trust Company
Kansas
$60K – – –
FGC
1285
Financial Gravity Companies
Texas
$59K +$61.2K +242 +12,100%
FGAM
1286
Financial Gravity Asset Management
Texas
$59K +$61.7K +244 New
KA
1287
Kaizen Advisory
Illinois
$57K – – –
EFSCE
1288
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$4.8K +19 +9%
NSIM
1289
North Star Investment Management
Illinois
$53K +$11.4K +45 +26%
ADL
1290
Asset Dedication LLC
California
$53K +$25.3K +100 +83%
BWL
1291
Bogart Wealth LLC
Virginia
$51K – – –
WEC
1292
Winslow Evans & Crocker
Massachusetts
$48K – – –
GAM
1293
Gemmer Asset Management
California
$48K – – –
NC
1294
NewSquare Capital
Pennsylvania
$48K – – –
PCA
1295
Providence Capital Advisors
North Carolina
$48K – – –
SFM
1296
Signet Financial Management
New Jersey
$48K +$50.8K +201 New
EA
1297
Edge Advisors
Georgia
$47K -$18.2K -72 -27%
HFP
1298
Holistic Financial Partners
Indiana
$46K -$17.7K -70 -27%
VNA
1299
Valley National Advisers
Pennsylvania
$46K -$2.27K -9 -4%
PCTC
1300
Perkins Coie Trust Company
Washington
$46K – – –
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