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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
976
Cutler Group
California
$339K -$10.9M -75,074 -96%
LC
977
LCNB Corp
Ohio
$339K – – –
CI
978
Conning Inc
Connecticut
$337K – – –
PWM
979
Perigon Wealth Management
California
$335K -$335K -2,303 -45%
WGAM
980
Wilkinson Global Asset Management
New York
$335K -$19.7K -135 -5%
SWA
981
SOA Wealth Advisors
New York
$333K -$51.6K -354 -12%
CT
982
Chicago Trust
Illinois
$332K -$76.5K -525 -16%
TPWA
983
TRUE Private Wealth Advisors
Oregon
$330K -$189K -1,298 -32%
SWA
984
Stratos Wealth Advisors
Ohio
$329K -$97.3K -668 -19%
CCA
985
Clearwater Capital Advisors
Illinois
$329K +$61.2K +420 +18%
PHK
986
Point72 Hong Kong
Hong Kong
$329K +$404K +2,771 New
GVAG
987
Great Valley Advisor Group
Delaware
$327K +$67.9K +466 +21%
CA
988
CoreCap Advisors
Michigan
$327K +$401K +2,751 New
MGWM
989
Marks Group Wealth Management
Minnesota
$326K -$12.4K -85 -3%
SVCP
990
Silicon Valley Capital Partners
California
$325K +$31.2K +214 +8%
OGC
991
Oak Grove Capital
New Hampshire
$322K -$510K -3,500 -56%
GDP
992
Great Diamond Partners
Maine
$320K -$253K -1,734 -39%
OWA
993
Octavia Wealth Advisors
Ohio
$317K -$277K -1,904 -42%
DT
994
Diversified Trust
Tennessee
$317K +$23K +158 +6%
CCFM
995
Clear Creek Financial Management
Washington
$316K -$105K -720 -21%
VWA
996
Visionary Wealth Advisors
Illinois
$316K -$66.4K -456 -15%
EGA
997
E&G Advisors
Texas
$316K +$1.46K +10 +0.4%
GIM
998
Groesbeck Investment Management
New Jersey
$314K -$72.8K -500 -16%
FMTC
999
Farmers & Merchants Trust Company
California
$313K +$185K +1,272 +93%
ONB
1000
Old National Bancorp
Indiana
$312K +$382K +2,624 New
38 39
40
41 42