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Name Holding Trade Value Shares
Change
Change in
Stake
KF
1501
Krilogy Financial
Missouri
$122K -$8.61K -67 -6%
CF
1502
CenterStar Fund
Illinois
$119K – – –
LWM
1503
Lenox Wealth Management
Ohio
$118K -$1.54K -12 -1%
CWM
1504
Cranbrook Wealth Management
Michigan
$114K – – –
AC
1505
Alexandria Capital
Virginia
$113K +$69.8K +543 +154%
NCM
1506
Nelson Capital Management
California
$110K – – –
HCM
1507
Horan Capital Management
Maryland
$100K +$102K +795 New
KC
1508
Kingfisher Capital
North Carolina
$100K +$103K +798 New
AFP
1509
Ausdal Financial Partners
Iowa
$99K +$101K +782 New
CHP
1510
Cable Hill Partners
Oregon
$96K – – –
QAM
1511
QCI Asset Management
New York
$96K – – –
HFM
1512
Hartford Financial Management
Connecticut
$94K – – –
PIM
1513
Parasol Investment Management
Illinois
$93K -$6.17K -48 -6%
KA
1514
Klingman & Associates
New York
$93K – – –
SHJ
1515
Sharkey, Howes & Javer
Colorado
$91K – – –
APSP
1516
Asset Planning Services (Pennsylvania)
Pennsylvania
$91K +$92.5K +720 New
CAL
1517
Capital Advisors Ltd
Ohio
$90K – – –
RI
1518
Redwood Investments
Massachusetts
$90K – – –
AIM
1519
Advantage Investment Management
Iowa
$90K +$10.4K +81 +13%
BIM
1520
Barton Investment Management
Pennsylvania
$90K +$92.3K +718 New
HF
1521
Hoxton Financial
West Virginia
$82K -$178K -1,384 -68%
CBT
1522
Central Bank & Trust
Kentucky
$82K -$1.8K -14 -2%
BL
1523
Balentine LLC
Georgia
$81K +$1.93K +15 +2%
MWM
1524
MinichMacGregor Wealth Management
New York
$79K +$77.1K +600 New
CAW
1525
Cornerstone Advisors (Washington)
Washington
$76K -$771 -6 -1%