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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
576
Corient Capital Partners
California
$280K +$205K +1,627 New
PFA
577
Pinnacle Family Advisors
Missouri
$279K +$204K +1,621 New
RCAG
578
Rehmann Capital Advisory Group
Michigan
$276K +$202K +1,604 New
OIA
579
Optimum Investment Advisors
Illinois
$276K +$126K +1,000 +167%
LCP
580
Legacy Capital Partners
Wisconsin
$276K +$202K +1,600 New
CL
581
CSS LLC
Illinois
$275K +$201K +1,598 New
SAM
582
Silvercrest Asset Management
New York
$270K +$198K +1,570 New
FNBOO
583
First National Bank of Omaha
Nebraska
$268K +$196K +1,557 New
BOC
584
Barbara Oil Co
Illinois
$263K +$193K +1,530 New
MAP
585
Moody Aldrich Partners
Massachusetts
$261K -$195K -1,547 -51%
ACM
586
Azimuth Capital Management
Michigan
$258K +$189K +1,500 New
PPP
587
Private Portfolio Partners
New Jersey
$256K +$188K +1,488 New
AP
588
Adero Partners
California
$253K +$185K +1,471 New
DWM
589
Dorchester Wealth Management
Quebec, Canada
$252K +$185K +1,465 New
TFA
590
Teamwork Financial Advisors
Texas
$250K +$183K +1,452 New
WA
591
Wealth Architects
California
$246K +$180K +1,427 New
MIH
592
Meitav Investment House
Israel
$245K -$287K -2,274 -62%
AIM
593
Allen Investment Management
New York
$245K +$179K +1,423 New
CB
594
CNB Bank
Pennsylvania
$241K +$37.8K +300 +27%
VC
595
Veracity Capital
Georgia
$234K +$171K +1,358 New
F
596
F3Logic
Minnesota
$232K +$169K +1,344 New
MLFP
597
MPS Loria Financial Planners
Illinois
$232K +$170K +1,350 New
SXL
598
Summit X LLC
Missouri
$231K -$125K -988 -42%
GG
599
Gleason Group
Kentucky
$227K -$7.56K -60 -4%
OC
600
Oakmont Corp
California
$227K +$166K +1,316 New