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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
351
MAI Capital Management
Ohio
$248K -$320K -1,713 -55%
LTAS
352
Linden Thomas Advisory Services
North Carolina
$248K +$52.5K +281 +25%
BHPW
353
Beverly Hills Private Wealth
California
$245K -$40.7K -218 -14%
SFG
354
SevenBridge Financial Group
Pennsylvania
$244K – – –
RMF
355
Red Mountain Financial
Colorado
$244K – – –
AMM
356
American Money Management
California
$243K +$6.16K +33 +2%
KP
357
Keel Point
Alabama
$242K -$7.84K -42 -3%
PA
358
Pinnacle Associates
New York
$242K -$12.1K -65 -5%
SMA
359
Seven Mile Advisory
New Jersey
$241K +$4.3K +23 +2%
SMWM
360
Silvia McColl Wealth Management
California
$238K – – –
ASN
361
Advisory Services Network
Georgia
$238K – – –
HWM
362
HB Wealth Management
Georgia
$237K -$14.4K -77 -5%
KCM
363
Kathmere Capital Management
Pennsylvania
$237K +$248K +1,326 New
AWM
364
Aprio Wealth Management
Georgia
$237K +$4.48K +24 +2%
SMA
365
Sage Mountain Advisors
Georgia
$236K +$11.4K +61 +5%
LFA
366
Laraway Financial Advisors
Minnesota
$232K – – –
AHL
367
Abel Hall LLC
Louisiana
$227K +$12.5K +67 +6%
NB
368
NBT Bank
New York
$226K – – –
FPAS
369
Focus Partners Advisor Solutions
Missouri
$225K +$235K +1,257 New
CFA
370
Cahill Financial Advisors
Minnesota
$224K – – –
PWM
371
Perigon Wealth Management
California
$223K -$12.3K -66 -5%
NWAG
372
Net Worth Advisory Group
Utah
$221K +$231K +1,238 New
CICI
373
Capital Investment Counsel Inc
North Carolina
$221K – – –
SIG
374
Stonegate Investment Group
Alabama
$220K +$32.1K +172 +16%
CP
375
Canopy Partners
Ohio
$218K -$11.6K -62 -5%
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