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Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1851
Sharkey, Howes & Javer
Colorado
$261K +$35.9K +320 +15%
CCA
1852
Clearwater Capital Advisors
Illinois
$259K +$70.7K +630 +36%
CG
1853
Clinton Group
New York
$258K -$4.07M -36,299 -94%
CFP
1854
Cornerstone Financial Partners
North Carolina
$258K -$86.8K -774 -24%
MAM
1855
Martingale Asset Management
Massachusetts
$257K -$2.51M -22,369 -90%
EWA
1856
Exencial Wealth Advisors
Oklahoma
$257K -$19.6K -175 -7%
PAM
1857
Pope Asset Management
Tennessee
$257K – – –
DCM
1858
Delta Capital Management
New Jersey
$256K -$16.8K -150 -6%
PIM
1859
Parasol Investment Management
Illinois
$255K -$239K -2,130 -47%
AWA
1860
Arete Wealth Advisors
Illinois
$255K – – –
LP
1861
LGL Partners
Pennsylvania
$254K – – –
LBC
1862
Lawrence B. Cohen
$253K -$23.7K -211 -8%
DWM
1863
Dakota Wealth Management
Florida
$253K – – –
OWM
1864
Orgel Wealth Management
Wisconsin
$252K +$2.02K +18 +0.8%
BRA
1865
Bender Robert & Associates
California
$250K -$11.8K -105 -4%
CC
1866
Cedar Capital
Illinois
$250K +$261K +2,327 New
VCP
1867
Vista Capital Partners
Oregon
$248K -$7.18K -64 -3%
MMA
1868
Miracle Mile Advisors
California
$248K +$32.4K +289 +14%
HFS
1869
Haverford Financial Services
Pennsylvania
$247K +$1.79K +16 +0.7%
CIP
1870
Convergence Investment Partners
Florida
$246K -$2.93M -26,128 -92%
AMG
1871
Asset Management Group
Connecticut
$246K +$1.79K +16 +0.7%
AA
1872
AlphaMark Advisors
Kentucky
$244K – – –
SCM
1873
Snow Capital Management
Pennsylvania
$241K -$39.8M -354,423 -99%
MCM
1874
MV Capital Management
Maryland
$241K -$15.6K -139 -6%
WA
1875
Wealth Architects
California
$240K -$15.5K -138 -6%
73 74
75
76 77