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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1876
Capital Advisors Ltd
Ohio
$116K – – –
KF
1877
Krilogy Financial
Missouri
$115K +$324 +6 +0.3%
WDL
1878
Well Done LLC
Michigan
$115K +$120K +2,221 New
SFPIA
1879
Stevens First Principles Investment Advisors
California
$113K – – –
TCM
1880
TD Capital Management
Tennessee
$112K – – –
ACM
1881
AUA Capital Management
Pennsylvania
$111K – – –
TJHA
1882
Thomas J. Herzfeld Advisors
Florida
$109K -$24.8K -460 -18%
AAP
1883
Arax Advisory Partners
Colorado
$108K +$75.8K +1,404 +208%
LWM
1884
Lenox Wealth Management
Ohio
$104K +$8.96K +166 +9%
AIM
1885
Assured Investment Management
New York
$103K -$4.75M -88,030 -98%
CCA
1886
Clearwater Capital Advisors
Illinois
$103K +$107K +1,985 New
NIM
1887
NuWave Investment Management
New Jersey
$101K -$814K -15,065 -89%
TVWM
1888
Tower View Wealth Management
Wisconsin
$100K – – –
TWMP
1889
Taylor Wealth Management Partners
Massachusetts
$99K -$56.6K -1,048 -36%
PO
1890
Private Ocean
California
$99K +$5.62K +104 +6%
BC
1891
Barnett & Company
Tennessee
$96K -$16.3K -302 -14%
MWM
1892
MinichMacGregor Wealth Management
New York
$96K -$432 -8 -0.4%
CAM
1893
CenterStar Asset Management
Illinois
$96K – – –
CLM
1894
ClearBridge LLC (Maryland)
Maryland
$96K – – –
CIA
1895
Cascade Investment Advisors
Oregon
$95.6K +$1.57K +29 +2%
MFW
1896
Mosaic Family Wealth
Missouri
$95K +$54 +1 +0.1%
OBWP
1897
O'Brien Wealth Partners
Massachusetts
$95K +$99K +1,834 New
NWM
1898
Northwest Wealth Management
Iowa
$94K +$98.5K +1,824 New
SIA
1899
Sit Investment Associates
Minnesota
$90K -$9.28M -171,846 -99%
PFGIA
1900
Patriot Financial Group Insurance Agency
Massachusetts
$90K – – –