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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
726
Beacon Pointe Advisors
California
$241K +$254K +323 New
CCMG
727
Clark Capital Management Group
Pennsylvania
$240K +$23.6K +30 +10%
FC
728
Forte Capital
New York
$238K -$77K -98 -24%
CIC
729
Carnegie Investment Counsel
Ohio
$235K +$248K +315 New
CA
730
Calton & Associates
Florida
$234K -$22.8K -29 -8%
SGK
731
Steigerwald Gordon & Koch
Virginia
$233K – – –
LWM
732
Liberty Wealth Management
California
$232K +$106K +135 +82%
SC
733
Savant Capital
Illinois
$230K +$243K +309 New
CCM
734
Cribstone Capital Management
Maine
$228K – – –
PIA
735
Perennial Investment Advisors
California
$227K +$241K +307 New
AIC
736
Ameritas Investment Company
Nebraska
$226K -$2.1M -2,668 -90%
AB
737
Atlas Brown
Kentucky
$224K – – –
CPIG
738
Chicago Partners Investment Group
Illinois
$224K – – –
NB
739
Nicolet Bankshares
Wisconsin
$221K -$3.14K -4 -1%
AFM
740
Andesa Financial Management
Pennsylvania
$220K -$45.6K -58 -16%
BCA
741
Berman Capital Advisors
Georgia
$220K +$86.5K +110 +59%
PFA
742
Pinnacle Family Advisors
Missouri
$220K +$232K +295 New
BMCM
743
Burns Matteson Capital Management
New York
$220K -$6.29K -8 -3%
VVP
744
Venture Visionary Partners
Ohio
$219K +$1.57K +2 +0.7%
RRCM
745
Rappaport Reiches Capital Management
Illinois
$216K – – –
WP
746
WMS Partners
Maryland
$216K +$228K +290 New
HI
747
Harbour Investments
Wisconsin
$210K +$73.9K +94 +50%
LP
748
LGL Partners
Pennsylvania
$208K -$24.4K -31 -10%
DWM
749
Destination Wealth Management
California
$208K +$219K +279 New
ISWM
750
Independent Solutions Wealth Management
New York
$206K +$217K +276 New