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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
Clearstead Advisors
Ohio
$13.9M -$34.8K -820 -0.3%
MLFP
952
MPS Loria Financial Planners
Illinois
$13.9M -$15.4K -364 -0.1%
FIB
953
First Interstate Bank
Montana
$13.9M -$974K -22,968 -7%
BJL
954
Brighton Jones LLC
Washington
$13.9M +$785K +18,508 +7%
BFEC
955
Benjamin F. Edwards & Company
Missouri
$13.9M +$1.41M +33,228 +13%
FA
956
Fagan Associates
New York
$13.9M +$191K +4,508 +2%
HCM
957
Harvey Capital Management
Florida
$13.8M -$2.98M -70,188 -19%
AC
958
Alexandria Capital
Virginia
$13.8M -$270K -6,360 -2%
NCM
959
Novare Capital Management
North Carolina
$13.8M +$265K +6,256 +2%
FBB
960
Fulton Breakefield Broenniman
Maryland
$13.8M +$298K +7,020 +2%
IUHSA
961
Itau Unibanco Holding S.A.
Brazil
$13.7M – – –
ET
962
Equitable Trust
Tennessee
$13.7M +$66.7K +1,572 +0.5%
WCMN
963
Westchester Capital Management (Nebraska)
Nebraska
$13.6M -$171K -4,032 -1%
I
964
IberiaBank
Louisiana
$13.6M +$839K +19,780 +7%
FMC
965
First Merchants Corp
Indiana
$13.6M +$246K +5,800 +2%
PTC
966
Private Trust Company
Ohio
$13.6M +$135K +3,176 +1%
WWM
967
Western Wealth Management
Colorado
$13.5M -$231K -5,436 -2%
LA
968
Lau Associates
Delaware
$13.5M -$204K -4,812 -2%
MA
969
Montag & Associates
Georgia
$13.5M -$2.7M -63,568 -18%
SW
970
SlateStone Wealth
Florida
$13.5M +$2.86M +67,316 +31%
BFIM
971
Beese Fulmer Investment Management
Ohio
$13.5M +$1.87K +44 +0%
SHCM
972
Stokes & Hubbell Capital Management
Louisiana
$13.4M -$76.5K -1,804 -0.6%
PDM
973
Penn Davis McFarland
Texas
$13.4M -$420K -9,904 -3%
BC
974
Blackhill Capital
New Jersey
$13.4M -$170K -4,000 -1%
EWA
975
Exencial Wealth Advisors
Oklahoma
$13.4M -$266K -6,280 -2%
37 38
39
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