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Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1326
Old Second National Bank of Aurora
Illinois
$212K +$15.3K +89 +8%
LC
1327
Lindbrook Capital
California
$212K +$106K +616 +95%
GIP
1328
Greatmark Investment Partners
Georgia
$210K -$56.7K -330 -21%
WC
1329
Whitney & Co
New York
$210K +$201K +1,169 New
ACM
1330
Advisors Capital Management
New Jersey
$210K +$215K +1,253 New
CWM
1331
CCG Wealth Management
California
$210K +$216K +1,256 New
WAAG
1332
Wealth Alliance Advisory Group
Kansas
$207K -$18.6K -108 -8%
RWA
1333
Ropes Wealth Advisors
Massachusetts
$207K +$18.9K +110 +10%
WA
1334
Wealth Architects
California
$206K +$3.27K +19 +2%
PCS
1335
Personal CFO Solutions
New Jersey
$206K +$212K +1,233 New
WAP
1336
Wealthcare Advisory Partners
Pennsylvania
$205K +$10.1K +59 +5%
CAG
1337
Crestwood Advisors Group
Massachusetts
$205K +$211K +1,227 New
CC
1338
Claybrook Capital
Massachusetts
$204K – – –
BSAM
1339
Blue Square Asset Management
New York
$204K +$210K +1,220 New
CIA
1340
Capital Investment Advisors
Georgia
$203K -$60.3K -351 -22%
WANY
1341
Wealthspire Advisors (New York)
New York
$203K +$208K +1,211 New
NCM
1342
Noesis Capital Mangement
Florida
$202K +$208K +1,208 New
RCM
1343
RNC Capital Management
California
$201K -$51.6K -300 -20%
GIM
1344
Grassi Investment Management
California
$201K – – –
CWA
1345
Clarus Wealth Advisors
Arizona
$201K +$61.2K +356 +42%
WDL
1346
Well Done LLC
Michigan
$200K +$206K +1,197 New
CB
1347
CNB Bank
Pennsylvania
$196K +$61.2K +356 +44%
BFC
1348
Bedel Financial Consulting
Indiana
$191K +$51.6K +300 +36%
MSFP
1349
Mark Sheptoff Financial Planning
Connecticut
$187K +$69.6K +405 +57%
AA
1350
AlphaMark Advisors
Kentucky
$186K – – –
52 53
54
55 56