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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3026
Opes Wealth Management
California
$264K +$250K +1,972 New
GPC
3027
Glacier Peak Capital
Washington
$262K -$836K -6,584 -77%
LK
3028
Lumbard & Kellner
New Hampshire
$261K – – –
IWA
3029
Inspirion Wealth Advisors
Illinois
$259K – – –
TFA
3030
TPG Financial Advisors
Oregon
$258K +$238K +1,875 New
CAM
3031
CenterStar Asset Management
Illinois
$253K – – –
OBWP
3032
O'Brien Wealth Partners
Massachusetts
$253K +$234K +1,846 New
CFG
3033
CKW Financial Group
Hawaii
$252K +$20.3K +160 +9%
KIA
3034
Kopp Investment Advisors
Minnesota
$250K -$146K -1,151 -38%
RHJA
3035
Rice Hall James & Associates
California
$248K – – –
BA
3036
Ballew Advisors
Mississippi
$246K -$64.4K -507 -22%
TW
3037
Towerpoint Wealth
California
$243K -$71.7K -565 -24%
LBA
3038
Letko, Brosseau & Associates
Quebec, Canada
$241K -$279K -2,200 -55%
CB
3039
Cooke & Bieler
Pennsylvania
$241K – – –
ML
3040
McAdam LLC
Pennsylvania
$239K +$226K +1,783 New
GWM
3041
Graybill Wealth Management
Illinois
$237K +$224K +1,767 New
TIM
3042
Total Investment Management
Arizona
$236K +$508 +4 +0.2%
CRIG
3043
Charter Research & Investment Group
Connecticut
$234K – – –
LGWM
3044
Litman Gregory Wealth Management
California
$234K +$222K +1,748 New
RWMH
3045
Riverpoint Wealth Management Holdings
Illinois
$232K -$15K -118 -6%
DSN
3046
D. Scott Neal
Kentucky
$231K -$4.44K -35 -2%
FPC
3047
Falcon Point Capital
California
$231K – – –
GWAG
3048
Garrett Wealth Advisory Group
Texas
$229K +$218K +1,717 New
RP
3049
Reinhart Partners
Wisconsin
$228K -$25.4K -200 -10%
KTA
3050
Keeley-Teton Advisors
Illinois
$228K – – –
120 121
122
123 124