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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
MorganRosel Wealth Management
Colorado
$951K -$42.4K -383 -4%
NPA
1052
Nichols & Pratt Advisers
Massachusetts
$950K -$22.2K -200 -2%
FPA
1053
First Pacific Advisors
California
$950K – – –
SCM
1054
Sterling Capital Management
North Carolina
$947K -$5.76K -52 -0.6%
CAN
1055
Claraphi Advisory Network
United States
$946K +$62.3K +562 +7%
RGC
1056
Roberts, Glore & Co
Illinois
$945K -$56.5K -510 -6%
DRD
1057
Dennis R. Delaney
$945K +$27.2K +245 +3%
CPA
1058
Clear Perspective Advisors
Illinois
$930K -$19.2K -173 -2%
CGL
1059
Clarius Group LLC
Washington
$928K +$149K +1,347 +20%
CICI
1060
Capital Investment Counsel Inc
North Carolina
$927K – – –
PCM
1061
Perritt Capital Management
Illinois
$924K -$42K -379 -4%
LCH
1062
Lee Capital Holdings
New York
$916K – – –
KFBMI
1063
Kentucky Farm Bureau Mutual Insurance
Kentucky
$916K – – –
QCG
1064
Quadrant Capital Group
Ohio
$913K +$57.7K +521 +7%
BPA
1065
Beacon Pointe Advisors
California
$911K +$124K +1,122 +16%
EWA
1066
EP Wealth Advisors
California
$911K +$329K +2,970 +59%
ACM
1067
AlphaStar Capital Management
North Carolina
$909K +$125K +1,128 +17%
HSA
1068
HBK Sorce Advisory
Pennsylvania
$899K -$523K -4,719 -38%
SCP
1069
Stamos Capital Partners
California
$898K -$233K -2,100 -21%
BCM
1070
Birmingham Capital Management
Alabama
$893K – – –
PL
1071
Plancorp LLC
Missouri
$891K +$2.33K +21 +0.3%
CA
1072
Calton & Associates
Florida
$883K +$107K +964 +14%
SP
1073
Symmetry Partners
Connecticut
$883K +$855K +7,714 New
VWM
1074
Valley Wealth Managers
New Jersey
$881K -$40.5K -365 -5%
FWM
1075
Fairhaven Wealth Management
Illinois
$869K -$17.3K -156 -2%
41 42
43
44 45