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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
426
Osborne Partners Capital Management
California
$609K – – –
CM
427
CoreCommodity Management
Connecticut
$605K +$37K +1,243 +6%
IA
428
IFG Advisory
Georgia
$605K +$238K +8,006 +61%
WP
429
WealthSource Partners
California
$604K +$630K +21,155 New
FFWA
430
FRG Family Wealth Advisors
Washington
$600K – – –
BS
431
Boenning & Scattergood
Pennsylvania
$595K – – –
RHBC
432
R.H. Bluestein & Co
Michigan
$594K -$149K -5,000 -19%
CL
433
COWA LLC
Oklahoma
$593K +$22.7K +764 +4%
RCAG
434
Rehmann Capital Advisory Group
Michigan
$582K +$81.5K +2,739 +16%
FCA
435
FinTrust Capital Advisors
South Carolina
$580K -$1.67K -56 -0.3%
TG
436
TCW Group
California
$579K – – –
FPAS
437
Focus Partners Advisor Solutions
Missouri
$578K +$279K +9,371 +86%
ACA
438
Aptus Capital Advisors
Alabama
$578K +$603K +20,252 New
WIM
439
WealthPlan Investment Management
Nebraska
$575K +$504K +16,948 New
WJWM
440
Williams Jones Wealth Management
New York
$574K -$239K -8,023 -29%
BP
441
BBR Partners
New York
$571K – – –
MPI
442
Mairs & Power Inc
Minnesota
$564K +$588K +19,750 New
CGA
443
Crescent Grove Advisors
Illinois
$561K +$584K +19,639 New
LW
444
Linscomb Wealth
Texas
$560K -$2.68K -90 -0.5%
DAS
445
Dynamic Advisor Solutions
Arizona
$559K -$18.8K -633 -3%
KS
446
Karpas Strategies
Connecticut
$559K – – –
ZB
447
Zions Bancorporation
Utah
$559K +$127K +4,260 +28%
GWM
448
Geneos Wealth Management
Colorado
$555K -$631K -21,221 -52%
VWA
449
V Wealth Advisors
Kansas
$537K -$5.65K -190 -1%
CCA
450
Checchi Capital Advisers
California
$535K -$2.98K -100 -0.5%
16 17
18
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