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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2401
Selective Wealth Management
Virginia
$122K -$58K -175 -29%
CAC
2402
Core Alternative Capital
Georgia
$121K +$4.64K +14 +3%
BIA
2403
Bell Investment Advisors
California
$119K +$19.6K +59 +16%
JWM
2404
Janiczek Wealth Management
Colorado
$118K -$24.9K -75 -16%
POIA
2405
Pin Oak Investment Advisors
Texas
$118K – – –
KFS
2406
Kelly Financial Services
Massachusetts
$118K -$10.9K -33 -7%
EARNEST Partners
2407
EARNEST Partners
Georgia
$117K – – –
PCFFS
2408
Pacific Center for Financial Services
California
$115K +$331 +1 +0.2%
PO
2409
Private Ocean
California
$114K – – –
SMG
2410
Spectrum Management Group
Indiana
$114K – – –
CL
2411
COWA LLC
Oklahoma
$114K +$133K +400 New
PH
2412
Pinnacle Holdings
Oklahoma
$114K – – –
CFD
2413
Creative Financial Designs
Indiana
$112K – – –
BCMLT
2414
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$4.31K +13 +4%
CCA
2415
Column Capital Advisors
Indiana
$105K – – –
PP
2416
Pacifica Partners
Canada
$105K – – –
BCM
2417
Blume Capital Management
California
$103K – – –
HDIM
2418
Hanson & Doremus Investment Management
Vermont
$102K – – –
BAM
2419
Bellevue Asset Management
Washington
$101K – – –
HCM
2420
Highlander Capital Management
New Jersey
$100K -$16.6K -50 -13%
EA
2421
Evolution Advisers
Virginia
$100K – – –
BC
2422
Burleson & Co
California
$98K -$1.33K -4 -1%
RA
2423
Rise Advisors
New York
$97K +$66.3K +200 +141%
IAS
2424
IMA Advisory Services
Colorado
$96K -$224K -675 -67%
RBC
2425
Roble Belko & Company
Pennsylvania
$95K – – –