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Name Holding Trade Value Shares
Change
Change in
Stake
SGK
726
Steigerwald Gordon & Koch
Virginia
$233K
LWM
727
Liberty Wealth Management
California
$232K +$106K +135 +82%
SC
728
Savant Capital
Illinois
$230K +$243K +309 New
CCM
729
Cribstone Capital Management
Maine
$228K
PIA
730
Perennial Investment Advisors
California
$227K +$241K +307 New
AIC
731
Ameritas Investment Company
Nebraska
$226K -$2.1M -2,668 -90%
AB
732
Atlas Brown
Kentucky
$224K
CPIG
733
Chicago Partners Investment Group
Illinois
$224K
NB
734
Nicolet Bankshares
Wisconsin
$221K -$3.14K -4 -1%
AFM
735
Andesa Financial Management
Pennsylvania
$220K -$45.6K -58 -16%
BCA
736
Berman Capital Advisors
Georgia
$220K +$86.5K +110 +59%
PFA
737
Pinnacle Family Advisors
Missouri
$220K +$232K +295 New
BMCM
738
Burns Matteson Capital Management
New York
$220K -$6.29K -8 -3%
VVP
739
Venture Visionary Partners
Ohio
$219K +$1.57K +2 +0.7%
RRCM
740
Rappaport Reiches Capital Management
Illinois
$216K
WP
741
WMS Partners
Maryland
$216K +$228K +290 New
HI
742
Harbour Investments
Wisconsin
$210K +$73.9K +94 +50%
TG
743
TCW Group
California
$208K -$23.1M -29,421 -10%
LP
744
LGL Partners
Pennsylvania
$208K -$24.4K -31 -10%
DWM
745
Destination Wealth Management
California
$208K +$219K +279 New
ISWM
746
Independent Solutions Wealth Management
New York
$206K +$217K +276 New
AWA
747
Aaron Wealth Advisors
Illinois
$204K +$215K +274 New
GW
748
GW & Wade
Massachusetts
$204K +$215K +274 New
DI
749
DFPG Investments
Utah
$202K +$204K +260 New
TFF
750
The Family Firm
Maryland
$202K +$207K +263 New