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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1301
Annex Advisory Services
Wisconsin
$12.3M +$31.1K +484 +0.3%
HBT
1302
Hills Bank & Trust
Iowa
$12.3M -$164K -2,544 -1%
THWM
1303
Taylor Hoffman Wealth Management
Virginia
$12.3M +$160K +2,488 +2%
BWP
1304
Bernardo Wealth Planning
Pennsylvania
$12.3M +$6.43K +100 +0.1%
SMH
1305
Sanders Morris Harris
Texas
$12.3M -$219K -3,400 -2%
AWP
1306
Ascent Wealth Partners
New York
$12.3M -$253K -3,940 -2%
IB
1307
Intrust Bank
Kansas
$12.3M -$254K -3,948 -2%
AWM
1308
Altavista Wealth Management
North Carolina
$12.2M -$221K -3,436 -2%
BCM
1309
Banyan Capital Management
Georgia
$12.2M -$36.8K -572 -0.3%
MCA
1310
Mercer Capital Advisers
New Jersey
$12.2M -$19.3K -300 -0.2%
TPWA
1311
TRUE Private Wealth Advisors
Oregon
$12.2M +$343K +5,336 +3%
CPIG
1312
Chicago Partners Investment Group
Illinois
$12.2M +$1.55M +24,040 +18%
PIP
1313
Peachtree Investment Partners
Florida
$12.2M +$5.4M +83,920 +103%
CCT
1314
Country Club Trust
Missouri
$12.2M -$245K -3,808 -2%
MAM
1315
Madison Asset Management
Wisconsin
$12.1M +$10.6M +165,352 New
AMM
1316
American Money Management
California
$12.1M -$32.4K -504 -0.3%
SIC
1317
Sigma Investment Counselors
Michigan
$12.1M -$144K -2,244 -1%
FSA
1318
Fort Sheridan Advisors
Illinois
$12.1M -$76.4K -1,188 -0.7%
PCM
1319
Pennsylvania Capital Management
Pennsylvania
$12.1M +$10.6M +164,320 New
PWAP
1320
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$12M -$3.19M -49,508 -25%
WA
1321
Winfield Associates
Ohio
$12M -$424K -6,592 -4%
SACTSONJ
1322
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$12M – – –
WAS
1323
WESPAC Advisors SoCal
California
$12M -$2.93M -45,560 -22%
MFG
1324
MidWestOne Financial Group
Iowa
$12M +$865K +13,444 +9%
HCM
1325
Harvey Capital Management
Florida
$12M +$1.03K +16 +0%
51 52
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