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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1626
Whitener Capital Management
North Carolina
$806K +$762K +17,470 New
MGIA
1627
Moneta Group Investment Advisors
Missouri
$805K +$4.63K +106 +0.6%
SP
1628
Successful Portfolios
Florida
$803K +$759K +17,396 New
FI
1629
FormulaFolio Investments
Michigan
$798K +$148K +3,399 +24%
PCMC
1630
Paragon Capital Management (Colorado)
Colorado
$795K +$1.14K +26 +0.2%
OA
1631
Oxbow Advisors
Texas
$795K +$10.9K +250 +1%
AWA
1632
ARS Wealth Advisors
Florida
$793K -$89.8K -2,059 -11%
CW
1633
Cobiz Wealth
Colorado
$792K -$10.2K -234 -1%
BCM
1634
Bienville Capital Management
New York
$789K
BLAM
1635
Bourne Lent Asset Management
New York
$789K
NCM
1636
Northwest Capital Management
Oregon
$789K +$747K +17,110 New
RT
1637
Rockland Trust
Massachusetts
$785K +$172K +3,934 +30%
RFM
1638
Royal Fund Management
Florida
$784K +$7.24K +166 +1%
CHAM
1639
Clear Harbor Asset Management
Connecticut
$781K -$2.18K -50 -0.3%
PC
1640
Palo Capital
California
$780K +$163K +3,726 +28%
Jones Financial Companies
1641
Jones Financial Companies
Missouri
$778K +$3.88K +89 +0.5%
CCG
1642
Chatham Capital Group
Georgia
$770K +$140K +3,200 +24%
BOS
1643
Bank of Stockton
California
$764K +$9.6K +220 +1%
PGWM
1644
Parisi Gray Wealth Management
New Jersey
$761K +$709K +16,238 New
CGA
1645
Crescent Grove Advisors
Illinois
$759K
RVPG
1646
Relative Value Partners Group
$757K -$21.8K -500 -3%
Members Trust
1647
Members Trust
Florida
$757K +$31.9K +731 +5%
NCM
1648
Northside Capital Management
Oregon
$755K -$12.1K -277 -2%
ANB
1649
Amarillo National Bank
Texas
$753K
TCOO
1650
Trust Company of Oklahoma
Oklahoma
$753K -$24.9K -571 -3%