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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1851
Lagoda Investment Management
New York
$167K – – –
PWM
1852
Paulson Wealth Management
Illinois
$167K +$168K +3,646 New
LCM
1853
Liberty Capital Management
Michigan
$166K +$32.2K +700 +24%
ME
1854
McIlrath & Eck
Washington
$164K +$164K +3,572 New
AFNAS
1855
American Financial Network Advisory Services
California
$161K -$7.36K -160 -4%
AC
1856
Avestar Capital
New York
$160K +$185K +4,027 New
WI
1857
Welch Investments
Alabama
$159K +$4.6K +100 +3%
EAM
1858
Exane Asset Management
France
$158K +$159K +3,452 New
CLM
1859
ClearBridge LLC (Maryland)
Maryland
$157K – – –
WA
1860
Winfield Associates
Ohio
$157K +$3.31K +72 +2%
DSN
1861
D. Scott Neal
Kentucky
$156K – – –
AAP
1862
Arax Advisory Partners
Colorado
$156K +$1.43K +31 +0.9%
FDS
1863
First Dallas Securities
Texas
$155K +$155K +3,372 New
CFD
1864
Creative Financial Designs
Indiana
$153K +$35.6K +774 +30%
GAM
1865
Gemmer Asset Management
California
$151K – – –
PCTC
1866
Perkins Coie Trust Company
Washington
$146K – – –
SIAS
1867
Shine Investment Advisory Services
Colorado
$146K – – –
GF
1868
Goodman Financial
Texas
$143K +$143K +3,117 New
AIP
1869
Almanack Investment Partners
Pennsylvania
$142K +$29.9K +650 +27%
LA
1870
Legacy Advisors
Pennsylvania
$141K -$10.4K -227 -7%
SMG
1871
Spectrum Management Group
Indiana
$140K – – –
ACM
1872
AUA Capital Management
Pennsylvania
$138K – – –
JAM
1873
Jolley Asset Management
North Carolina
$138K – – –
VIM
1874
Veritas Investment Management
United Kingdom
$138K – – –
PWM
1875
Perigon Wealth Management
California
$136K +$136K +2,965 New