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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1526
Community Financial Services Group
Vermont
$30.4M +$497K +2,108 +2%
WCA
1527
Waratah Capital Advisors
Ontario, Canada
$30.4M +$28.6M +121,364 New
GIM
1528
Generali Investments Management
Slovenia
$30.3M +$28.6M +121,186 New
ZB
1529
Zions Bancorporation
Utah
$30.2M +$3.34M +14,165 +13%
IBOK
1530
Independence Bank of Kentucky
Kentucky
$30.2M +$4.82M +20,441 +20%
GLLW
1531
Graves Light Lenhart Wealth
Virginia
$30.2M -$232K -983 -0.8%
CFD
1532
Creative Financial Designs
Indiana
$30.2M -$72.6K -308 -0.3%
HA
1533
Huntleigh Advisors
Missouri
$30.2M +$28.4M +120,484 New
EW
1534
Elyxium Wealth
California
$30.1M +$5.74M +24,364 +25%
AIM
1535
Arcadia Investment Management
Michigan
$30.1M +$68.6K +291 +0.2%
CHC
1536
City Holding Co
West Virginia
$30.1M -$1.69M -7,158 -6%
RC
1537
RBF Capital
California
$30.1M – – –
WA
1538
Wilmar Advisors
Florida
$30.1M +$28.3M +120,000 New
RCG
1539
Regatta Capital Group
California
$30M -$2.74M -11,618 -9%
TCBWMS
1540
Texas Capital Bank Wealth Management Services
Texas
$29.9M -$82K -348 -0.3%
QPW
1541
Quantum Private Wealth
Florida
$29.9M +$107K +454 +0.4%
PTB
1542
Pioneer Trust Bank
Oregon
$29.9M -$517K -2,194 -2%
BCB
1543
Brian C. Broderick
$29.9M +$511K +2,170 +2%
OCAM
1544
Onex Canada Asset Management
Ontario, Canada
$29.9M -$1.26M -5,357 -4%
RWB
1545
RMR Wealth Builders
New Jersey
$29.9M +$185K +786 +0.7%
JWCA
1546
J.W. Coons Advisors
Ohio
$29.9M -$715K -3,033 -2%
SS
1547
Sunbelt Securities
Texas
$29.8M +$662K +2,808 +2%
PAM
1548
Peak Asset Management
Colorado
$29.8M -$459K -1,946 -2%
AA
1549
Advisory Alpha
Michigan
$29.8M +$1.27M +5,409 +5%
SPG
1550
Strategic Planning Group
Utah
$29.8M -$2.44M -10,342 -8%
60 61
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