Name Holding Trade Value Shares
Change
Change in
Stake
BCI
476
Brinker Capital Investments
Pennsylvania
$458K – – –
OPS
477
Orion Portfolio Solutions
Nebraska
$458K – – –
MAM
478
Marotta Asset Management
Virginia
$455K – – –
CCA
479
Checchi Capital Advisers
California
$450K -$63.7K -7 -11%
FOR
480
Family Office Research
Maryland
$450K +$501K +55 New
DIS
481
Diversified Investment Strategies
Louisiana
$442K – – –
BC
482
Burney Company
Virginia
$433K -$18.2K -2 -4%
GVAG
483
Great Valley Advisor Group
Delaware
$433K – – –
QL
484
Quarry LP
New York
$433K +$9.11K +1 +2%
CPW
485
Crestmont Private Wealth
Texas
$433K +$18.2K +2 +4%
IWM
486
IHT Wealth Management
Illinois
$425K – – –
SWM
487
Spire Wealth Management
Virginia
$425K -$801K -88 -63%
HWM
488
HB Wealth Management
Georgia
$425K +$27.3K +3 +6%
MVA
489
Mount Vernon Associates
Maryland
$409K – – –
ECM
490
Everence Capital Management
Indiana
$409K +$455K +50 New
GC
491
Guggenheim Capital
Illinois
$409K -$2.41M -265 -84%
BA
492
Birinyi Associates
Connecticut
$409K – – –
DLP
493
De Lisle Partners
United Kingdom
$409K – – –
RS
494
R Squared
Hong Kong
$409K +$455K +50 New
WF
495
Womack Financial
Texas
$409K +$455K +50 New
SCM
496
Stevens Capital Management
Pennsylvania
$401K +$200K +22 +81%
AWM
497
AE Wealth Management
Kansas
$401K +$118K +13 +36%
JIC
498
Johnson Investment Counsel
Ohio
$401K – – –
PCP
499
Proficio Capital Partners
Massachusetts
$401K +$446K +49 New
Baird Financial Group
500
Baird Financial Group
Wisconsin
$393K +$27.3K +3 +7%