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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2101
Clarkston Capital Partners
Michigan
$233K -$42.8K -310 -15%
PC
2102
Peavine Capital
Nevada
$232K -$19.1K -138 -7%
OWP
2103
Obermeyer Wealth Partners
Colorado
$232K – – –
PCA
2104
Peddock Capital Advisors
Massachusetts
$232K – – –
CT
2105
Chicago Trust
Illinois
$231K +$242K +1,751 New
JIR
2106
James Investment Research
Ohio
$231K +$242K +1,751 New
CCM
2107
Cadence Capital Management
Massachusetts
$227K – – –
VAM
2108
Verity Asset Management
North Carolina
$226K -$28K -203 -11%
LC
2109
Lincoln Capital
Nebraska
$225K – – –
FNT
2110
First Nebraska Trust
Nebraska
$225K – – –
CI
2111
CX Institutional
Indiana
$224K +$234K +1,697 New
NFG
2112
Nadler Financial Group
Illinois
$223K -$4.14K -30 -2%
BAM
2113
Brave Asset Management
New Jersey
$223K +$8.84K +64 +4%
PCFFS
2114
Pacific Center for Financial Services
California
$222K – – –
BWA
2115
Burt Wealth Advisors
Maryland
$222K +$24.2K +175 +12%
EAM
2116
Evanson Asset Management
California
$222K +$232K +1,680 New
DE
2117
Day & Ennis
Georgia
$221K -$2.07K -15 -0.9%
SMFS
2118
Squar Milner Financial Services
California
$221K +$12.4K +90 +6%
BC
2119
Barnett & Company
Tennessee
$220K – – –
WCA
2120
Westover Capital Advisors
Delaware
$220K +$231K +1,669 New
FFG
2121
Fortem Financial Group
California
$219K +$229K +1,657 New
HFS
2122
Haverford Financial Services
Pennsylvania
$218K – – –
LFA
2123
Legend Financial Advisors
Pennsylvania
$217K +$227K +1,646 New
CHA
2124
Cedar Hill Associates
Illinois
$216K -$48.2K -349 -18%
EFL
2125
ERn Financial LLC
Wisconsin
$216K +$226K +1,636 New
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85
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