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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1101
Advisornet Financial
Minnesota
$26.3M -$3.15M -20,795 -10%
QCG
1102
Quadrant Capital Group
Ohio
$26.2M +$547K +3,615 +2%
SVCP
1103
Silicon Valley Capital Partners
California
$26.2M +$699K +4,614 +2%
CCFCSB
1104
Cape Cod Five Cents Savings Bank
Massachusetts
$26.2M -$7.72K -51 -0%
RIM
1105
Regent Investment Management
Kentucky
$26.2M -$376K -2,482 -1%
WIM
1106
Wittenberg Investment Management
Massachusetts
$26.1M -$31.8K -210 -0.1%
FFBTD
1107
First Financial Bank - Trust Division
Ohio
$26.1M -$1.01M -6,686 -3%
1SB
1108
1ST Source Bank
Indiana
$26.1M -$713K -4,708 -2%
OWA
1109
Octavia Wealth Advisors
Ohio
$26.1M -$116K -766 -0.4%
HH
1110
Hilltop Holdings
Texas
$26.1M -$2.51M -16,572 -8%
ZF
1111
Zhang Financial
Michigan
$26M +$801K +5,291 +3%
CCM
1112
Condor Capital Management
New Jersey
$26M -$448K -2,956 -2%
VWA
1113
V Wealth Advisors
Kansas
$25.9M -$341K -2,253 -1%
RWA
1114
Ropes Wealth Advisors
Massachusetts
$25.9M +$273K +1,802 +1%
SAS
1115
Sanford Advisory Services
Michigan
$25.8M -$71K -469 -0.2%
AHB
1116
Abner Herrman & Brock
New Jersey
$25.7M -$3.47M -22,918 -11%
WA
1117
WP Advisors
California
$25.7M -$583K -3,853 -2%
WWM
1118
Westwood Wealth Management
California
$25.7M +$2.34M +15,440 +9%
GL
1119
Graypoint LLC
New York
$25.7M -$922K -6,088 -3%
PNAA
1120
Pictet North America Advisors
Switzerland
$25.7M -$5.87M -38,731 -17%
TTWM
1121
TCV Trust & Wealth Management
Virginia
$25.7M -$845K -5,580 -3%
LWM
1122
Lyell Wealth Management
California
$25.7M +$264K +1,740 +0.9%
HAIM
1123
Hunter Associates Investment Management
Pennsylvania
$25.7M +$895K +5,911 +3%
MWM
1124
Modera Wealth Management
New Jersey
$25.7M -$183K -1,207 -0.6%
SAM
1125
SignalPoint Asset Management
Missouri
$25.7M +$25.6K +169 +0.1%
43 44
45
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