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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
1576
Beacon Pointe Advisors
California
$671K -$151K -392 -18%
RWM
1577
Ritholtz Wealth Management
New York
$670K -$39.3K -102 -5%
ORI
1578
Oak Ridge Investments
Illinois
$669K – – –
POIA
1579
Pin Oak Investment Advisors
Texas
$667K – – –
DAM
1580
Delta Asset Management
Tennessee
$664K +$460K +1,194 +218%
CANY
1581
Caxton Associates (New York)
New York
$658K +$209K +542 +46%
KP
1582
Keel Point
Alabama
$657K +$326K +848 +97%
EWM
1583
Executive Wealth Management
Michigan
$656K +$405K +1,051 +157%
BWA
1584
BDO Wealth Advisors
Florida
$655K -$57.4K -149 -8%
FCCM
1585
First City Capital Management
Georgia
$651K -$5.77K -15 -0.9%
PCM
1586
Prelude Capital Management
New York
$651K +$278K +721 +73%
PBO
1587
Peoples Bank (Ohio)
Ohio
$649K -$30.8K -80 -4%
TC
1588
TAP Consulting
Missouri
$649K +$656K +1,703 New
DDPIC
1589
Deroy & Devereaux Private Investment Counsel
Michigan
$648K -$59.3K -154 -8%
BWM
1590
BigSur Wealth Management
Florida
$647K -$115K -300 -15%
LDFR
1591
Lehman & Derafelo Financial Resources
Pennsylvania
$647K -$48.1K -125 -7%
CC
1592
Chicago Capital
Illinois
$638K -$240K -624 -27%
FM
1593
Foster & Motley
Ohio
$638K -$18.1K -47 -3%
PHS
1594
Pekin Hardy Strauss
Illinois
$636K +$125K +325 +24%
WP
1595
WealthSource Partners
California
$631K -$213K -554 -25%
SC
1596
Schulhoff & Co
Ohio
$631K -$71.2K -185 -10%
SWMG
1597
Signature Wealth Management Group
Georgia
$630K +$1.93K +5 +0.3%
VCM
1598
Vigilant Capital Management
Maine
$621K -$261K -677 -29%
CAM
1599
CenterStar Asset Management
Illinois
$621K – – –
ESBC
1600
E.S. Barr & Co
Kentucky
$619K -$19.2K -50 -3%
62 63
64
65 66