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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1626
Elm Advisors
California
$808K -$2.31K -53 -0.3%
WCM
1627
Whitener Capital Management
North Carolina
$806K +$762K +17,470 New
MGIA
1628
Moneta Group Investment Advisors
Missouri
$805K +$4.63K +106 +0.6%
SP
1629
Successful Portfolios
Florida
$803K +$759K +17,396 New
FI
1630
FormulaFolio Investments
Michigan
$798K +$148K +3,399 +24%
PCMC
1631
Paragon Capital Management (Colorado)
Colorado
$795K +$1.14K +26 +0.2%
OA
1632
Oxbow Advisors
Texas
$795K +$10.9K +250 +1%
AWA
1633
ARS Wealth Advisors
Florida
$793K -$89.8K -2,059 -11%
CW
1634
Cobiz Wealth
Colorado
$792K -$10.2K -234 -1%
BCM
1635
Bienville Capital Management
New York
$789K – – –
BLAM
1636
Bourne Lent Asset Management
New York
$789K – – –
NCM
1637
Northwest Capital Management
Oregon
$789K +$747K +17,110 New
RT
1638
Rockland Trust
Massachusetts
$785K +$172K +3,934 +30%
RFM
1639
Royal Fund Management
Florida
$784K +$7.24K +166 +1%
CHAM
1640
Clear Harbor Asset Management
Connecticut
$781K -$2.18K -50 -0.3%
PC
1641
Palo Capital
California
$780K +$163K +3,726 +28%
Jones Financial Companies
1642
Jones Financial Companies
Missouri
$778K +$3.88K +89 +0.5%
CCG
1643
Chatham Capital Group
Georgia
$770K +$140K +3,200 +24%
BOS
1644
Bank of Stockton
California
$764K +$9.6K +220 +1%
PGWM
1645
Parisi Gray Wealth Management
New Jersey
$761K +$709K +16,238 New
CGA
1646
Crescent Grove Advisors
Illinois
$759K – – –
RVPG
1647
Relative Value Partners Group
$757K -$21.8K -500 -3%
Members Trust
1648
Members Trust
Florida
$757K +$31.9K +731 +5%
NCM
1649
Northside Capital Management
Oregon
$755K -$12.1K -277 -2%
ANB
1650
Amarillo National Bank
Texas
$753K – – –