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BP
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
426
Range Financial Group
Oregon
$758K -$152K -4,108 -16%
OPCM
427
Osborne Partners Capital Management
California
$753K – – –
BP
428
BBR Partners
New York
$752K -$407K -11,000 -34%
JWCA
429
J.W. Cole Advisors
Florida
$749K -$419K -11,327 -35%
CM
430
Caption Management
Oklahoma
$745K +$300K +8,100 +62%
JIC
431
Johnson Investment Counsel
Ohio
$743K +$146K +3,945 +23%
EDRH
432
Edmond de Rothschild Holding
Switzerland
$741K – – –
OHIS
433
Oak Harvest Investment Services
Texas
$741K -$56.4K -1,523 -7%
BCM
434
Birmingham Capital Management
Alabama
$733K -$159K -4,300 -17%
PVH
435
Psagot Value Holdings
Israel
$721K -$794K -21,449 -51%
CC
436
Courier Capital
New York
$721K -$6.66K -180 -0.9%
CCA
437
Checchi Capital Advisers
California
$721K +$43K +1,162 +6%
PWPS
438
Pinnacle Wealth Planning Services
Ohio
$721K +$251K +6,781 +50%
CWM
439
Calamos Wealth Management
Illinois
$717K -$186K -5,030 -20%
CWP
440
Capital Wealth Planning
Florida
$713K +$109K +2,935 +17%
QOP
441
Quinn Opportunity Partners
Virginia
$706K – – –
QCM
442
Quantinno Capital Management
New York
$701K +$62.2K +1,682 +9%
FA
443
FDx Advisors
Illinois
$697K +$312K +8,442 +75%
CW
444
CreativeOne Wealth
Kansas
$693K +$63K +1,703 +10%
AIM
445
Aigen Investment Management
New York
$693K +$727K +19,637 New
GD
446
Grandfield & Dodd
New York
$691K -$167K -4,505 -19%
WP
447
WealthSource Partners
California
$689K -$41.2K -1,112 -5%
GT
448
Greenleaf Trust
Michigan
$688K – – –
PGIM
449
Pacific Global Investment Management
California
$684K -$138K -3,725 -16%
CM
450
CoreCommodity Management
Connecticut
$677K – – –
16 17
18
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