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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
976
First Business Financial Services
Wisconsin
$258K – – –
PGFC
977
Peapack-Gladstone Financial Corp
New Jersey
$256K -$253K -2,575 -53%
CHC
978
City Holding Co
West Virginia
$256K -$5.79K -59 -3%
CPA
979
Cardiff Park Advisors
California
$256K +$221K +2,249 New
GIM
980
Groesbeck Investment Management
New Jersey
$255K -$39.2K -400 -15%
EGA
981
E&G Advisors
Texas
$255K -$294 -3 -0.1%
SC
982
Slow Capital
California
$254K – – –
IF
983
Intrua Financial
Texas
$254K +$219K +2,238 New
RFC
984
Regions Financial Corp
Alabama
$253K -$77.5K -790 -26%
RC
985
Roundview Capital
New Jersey
$252K -$63.4K -647 -23%
FHA
986
Flagship Harbor Advisors
Massachusetts
$252K -$5.88K -60 -3%
SWM
987
SeaCrest Wealth Management
New York
$251K -$34.4K -351 -14%
BAM
988
Bellevue Asset Management
Washington
$251K – – –
P
989
&Partners
Tennessee
$251K +$217K +2,211 New
AWM
990
Apollon Wealth Management
South Carolina
$250K -$71K -724 -25%
AC
991
Avestar Capital
New York
$250K -$68.3K -696 -24%
VHAM
992
Van Hulzen Asset Management
California
$250K -$4.41K -45 -2%
CWS
993
Cypress Wealth Services
California
$250K -$98 -1 -0%
CIA
994
Capital Investment Advisors
Georgia
$250K +$19.6K +200 +10%
NW
995
NewEdge Wealth
Pennsylvania
$247K -$88.3K -900 -29%
MHWM
996
Montz Harcus Wealth Management
Louisiana
$246K – – –
LWM
997
Lyell Wealth Management
California
$246K +$7.75K +79 +4%
TFP
998
TrueWealth Financial Partners
Washington
$246K +$22.6K +230 +12%
CCA
999
Cobblestone Capital Advisors
New York
$245K -$39.2K -400 -16%
RRA
1000
Round Rock Advisors
Connecticut
$245K -$20K -204 -9%
38 39
40
41 42