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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1801
D'Orazio & Associates
Virginia
$103K – – –
BA
1802
Ballew Advisors
Mississippi
$102K – – –
DPA
1803
Delphi Private Advisors
California
$101K – – –
GAM
1804
Gemmer Asset Management
California
$100K +$1.21K +7 +1%
KF
1805
Krilogy Financial
Missouri
$100K +$97.7K +567 New
KC
1806
KHP Capital
Oklahoma
$93K – – –
LFASL
1807
Lugano Financial Advisors SA (LFA)
Switzerland
$88K +$86.5K +502 New
AIIMS
1808
Analyst IMS Investment Management Services
Israel
$87K +$85.4K +496 New
GRP
1809
Global Retirement Partners
California
$85K +$16.9K +98 +26%
BCM
1810
Brasada Capital Management
Texas
$84K – – –
CC
1811
Claybrook Capital
Massachusetts
$84K – – –
NPP
1812
New Potomac Partners
Maryland
$84K – – –
PCA
1813
Providence Capital Advisors
North Carolina
$82K – – –
HIIFS
1814
Harel Insurance Investments & Financial Services
Israel
$81K – – –
OBWP
1815
O'Brien Wealth Partners
Massachusetts
$80K +$16.4K +95 +26%
LWM
1816
Lenox Wealth Management
Ohio
$78K – – –
FLI
1817
Family Legacy Inc
South Carolina
$78K +$14.6K +85 +24%
TCM
1818
TD Capital Management
Tennessee
$76K +$4.82K +28 +7%
FGAM
1819
Financial Gravity Asset Management
Texas
$71K +$2.07K +12 +3%
IDBONY
1820
Israel Discount Bank of New York
New York
$70K – – –
MIM
1821
Macroview Investment Management
Maryland
$70K – – –
QAM
1822
QCI Asset Management
New York
$69K – – –
FL
1823
Fort LP
Maryland
$69K +$67.7K +393 New
AIM
1824
ARK Investment Management
Florida
$67K +$5.17K +30 +9%
BC
1825
Barnett & Company
Tennessee
$65K +$27.2K +158 +76%