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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1301
Private Trust Company
Ohio
$34.8M -$588K -2,632 -2%
SFG
1302
SNS Financial Group
Minnesota
$34.8M -$1.03M -4,596 -3%
NAS
1303
Nicolet Advisory Services
Wisconsin
$34.8M +$126K +563 +0.4%
GI
1304
GLOBALT Investments
Georgia
$34.8M -$684K -3,062 -2%
CT
1305
Chicago Trust
Illinois
$34.8M +$4.39M +19,670 +15%
JAG
1306
Journey Advisory Group
Kentucky
$34.8M +$169K +757 +0.5%
FFO
1307
Fortitude Family Office
Arizona
$34.7M +$1.76M +7,883 +6%
MIP
1308
Marietta Investment Partners
Wisconsin
$34.7M -$599K -2,683 -2%
RWM
1309
Rockline Wealth Management
New York
$34.7M +$647K +2,895 +2%
CIAS
1310
Capital Investment Advisory Services
North Carolina
$34.7M -$1.23M -5,489 -4%
CFG
1311
Cooper Financial Group
California
$34.6M +$975K +4,366 +3%
DAM
1312
Diamant Asset Management
Connecticut
$34.6M -$211K -945 -0.6%
HA
1313
Harbor Advisors
Florida
$34.6M – – –
CF
1314
Cypress Funds
California
$34.6M – – –
SDWIA
1315
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$34.5M -$909K -4,070 -3%
MIM
1316
Morningstar Investment Management
Illinois
$34.5M +$625K +2,797 +2%
LA
1317
Legacy Advisors
Pennsylvania
$34.5M +$286K +1,281 +0.9%
NRG
1318
Nemes Rush Group
Michigan
$34.5M -$316K -1,417 -0.7%
MTIC
1319
Missouri Trust & Investment Company
Missouri
$34.5M -$190K -850 -0.6%
NG
1320
NatWest Group
United Kingdom
$34.4M +$14.2M +63,377 +75%
SWM
1321
Segment Wealth Management
Texas
$34.4M -$293K -1,314 -0.9%
LCM
1322
Lazari Capital Management
California
$34.4M -$605K -2,711 -2%
BBA
1323
Baader Bank Aktiengesellschaft
Germany
$34.4M -$15.3M -68,609 -31%
IA
1324
IFG Advisory
Georgia
$34.3M -$33.1K -148 -0.1%
GCA
1325
Greenwood Capital Associates
South Carolina
$34.3M -$741K -3,319 -2%
51 52
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