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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1926
Haverford Financial Services
Pennsylvania
$208K -$23.6K -584 -11%
SP
1927
Steelhead Partners
Washington
$206K – – –
CA
1928
Cortland Associates
Missouri
$201K +$195K +4,810 New
BCI
1929
Brinker Capital Investments
Pennsylvania
$187K -$37.9K -937 -17%
LWA
1930
Lenox Wealth Advisors
New York
$185K -$58.8K -1,453 -25%
EAMA
1931
EFG Asset Management (Americas)
Florida
$185K +$73.1K +1,805 +69%
NFG
1932
Next Financial Group
Texas
$181K +$168K +4,154 New
OAM
1933
Orinda Asset Management
California
$180K -$12.7K -313 -7%
AP
1934
Atwood & Palmer
Missouri
$170K +$165K +4,075 New
CM
1935
Castleark Management
Illinois
$167K – – –
CFN
1936
Cordasco Financial Network
Florida
$163K – – –
SCM
1937
Seamans Capital Management
Massachusetts
$161K – – –
TFO
1938
Tarbox Family Office
California
$161K – – –
CWM
1939
Cranbrook Wealth Management
Michigan
$156K – – –
GAAM
1940
Guinness Atkinson Asset Management
California
$146K +$33.2K +820 +30%
ACS
1941
Archford Capital Strategies
Illinois
$144K -$30.9K -763 -18%
VAM
1942
Visionary Asset Management
Texas
$138K -$98.1K -2,423 -42%
SGC
1943
South Georgia Capital
Illinois
$134K -$1.35M -33,400 -91%
TIM
1944
Tortoise Investment Management
New York
$131K +$19.9K +492 +19%
CCS
1945
Crosspoint Capital Strategies
California
$128K -$43.3K -1,070 -27%
FA
1946
Friess Associates
Delaware
$128K +$2.43K +60 +2%
AFIA
1947
America First Investment Advisors
Nebraska
$120K – – –
NCM
1948
Nelson Capital Management
California
$120K +$26.6K +658 +30%
HCM
1949
Horrell Capital Management
Arkansas
$96K – – –
HCP
1950
Holt Capital Partners
Texas
$87K – – –
76 77
78
79 80