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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1601
CapWealth Advisors
Tennessee
$118K -$104K -3,605 -48%
FPFS
1602
First Personal Financial Services
North Carolina
$118K
CK
1603
Carnick & Kubik
Colorado
$115K +$111K +3,825 New
KPCM
1604
Kings Point Capital Management
New York
$107K +$67K +2,316 +187%
ARMC
1605
American Research & Management Company
Massachusetts
$106K -$22.8K -790 -18%
FMP
1606
Financial Management Professionals
Texas
$101K
AFIA
1607
America First Investment Advisors
Nebraska
$97K -$781 -27 -0.8%
LFR
1608
Lehman Financial Resources
Pennsylvania
$97K
TFO
1609
Tarbox Family Office
California
$97K +$48.5K +1,678 +110%
AssetMark Inc
1610
AssetMark Inc
California
$96K +$79.8K +2,760 +667%
DOA
1611
D'Orazio & Associates
Virginia
$93K +$6.77K +234 +10%
KF
1612
Krilogy Financial
Missouri
$93K +$88.9K +3,075 New
KA
1613
Klingman & Associates
New York
$92K -$12.9K -445 -13%
CAW
1614
Cornerstone Advisors (Washington)
Washington
$90K -$155K -5,375 -64%
CPIG
1615
Chicago Partners Investment Group
Illinois
$90K
HIM
1616
Hillsdale Investment Management
Ontario, Canada
$87K
WA
1617
Waverly Advisors
Alabama
$86K +$37.8K +1,307 +85%
EDRE
1618
Edmond de Rothschild (Europe)
Luxembourg
$85K -$36.1K -1,250 -31%
TSU
1619
TD Securities (USA)
New York
$82K -$55.5M -1,918,581 -100%
RPG
1620
Risk Paradigm Group
Texas
$81.9K +$21K +725 +36%
TCCM
1621
Timber Creek Capital Management
Massachusetts
$80K
IMS
1622
Index Management Solutions
Pennsylvania
$76K -$89.4K -3,091 -55%
BL
1623
Balentine LLC
Georgia
$73K
OFS
1624
Orrstown Financial Services
Pennsylvania
$71K -$2.75K -95 -4%
AA
1625
AlphaMark Advisors
Kentucky
$70K