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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1501
Blume Capital Management
California
$53K – – –
CA
1502
Crewe Advisors
Utah
$53K +$51.6K +347 New
PWM
1503
Paulson Wealth Management
Illinois
$53K +$52.5K +353 New
CFA
1504
Carroll Financial Associates
North Carolina
$52K – – –
ACM
1505
Aviance Capital Management
Florida
$49K +$2.68K +18 +6%
VIA
1506
Vantage Investment Advisors
Pennsylvania
$49K +$15.2K +102 +45%
MA
1507
MCF Advisors
Kentucky
$48K – – –
WAS
1508
Winch Advisory Services
Wisconsin
$47K – – –
GFP
1509
Gryphon Financial Partners
Ohio
$47K +$46.4K +312 New
LWM
1510
Lenox Wealth Management
Ohio
$46K -$16.8K -113 -27%
1IA
1511
1834 Investment Advisors
Wisconsin
$45K +$44.6K +300 New
DPA
1512
Delphi Private Advisors
California
$45K +$44.6K +300 New
CJA
1513
C-J Advisory
California
$40K – – –
RFM
1514
Royal Fund Management
Florida
$40K +$6.25K +42 +19%
FMB
1515
Field & Main Bank
Kentucky
$39K +$38.7K +260 New
KF
1516
Krilogy Financial
Missouri
$38K -$277K -1,865 -88%
CB
1517
CNB Bank
Pennsylvania
$38K +$37.2K +250 New
DAM
1518
Delta Asset Management
Tennessee
$36K – – –
M
1519
MOTCO
Texas
$36K – – –
CP
1520
Corbenic Partners
Pennsylvania
$34K – – –
MIC
1521
MU Investments Company
Japan
$33K -$11.9K -80 -27%
LA
1522
Legacy Advisors
Pennsylvania
$31K – – –
JFA
1523
JNBA Financial Advisors
Minnesota
$30K – – –
PFO
1524
Pathstone Family Office
New Jersey
$30K – – –
SIAP
1525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$29.7K +200 New