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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
351
Courier Capital
New York
$689K +$13.2K +550 +2%
RPC
352
Rossmore Private Capital
Connecticut
$687K – – –
WAAG
353
Wealth Alliance Advisory Group
Kansas
$682K -$14.9K -620 -2%
LF
354
Lantz Financial
Illinois
$678K – – –
1SB
355
1ST Source Bank
Indiana
$673K +$3.66K +152 +0.6%
JHCP
356
Jackson Hole Capital Partners
Oklahoma
$672K +$129K +5,362 +24%
MCM
357
Mitchell Capital Management
Kansas
$670K +$662K +27,506 New
SFS
358
Sowell Financial Services
Arkansas
$668K +$18.2K +755 +3%
JGUA
359
John G. Ullman & Associates
New York
$666K -$448K -18,600 -40%
CFGS
360
Concourse Financial Group Securities
Alabama
$660K +$158K +6,554 +32%
RWA
361
Ropes Wealth Advisors
Massachusetts
$655K +$203K +8,412 +50%
MCIA
362
Mountain Capital Investment Advisors
Colorado
$646K +$632K +26,225 New
AWA
363
AmeriServ Wealth Advisors
Pennsylvania
$644K – – –
ECM
364
Elgethun Capital Management
South Dakota
$644K +$130K +5,393 +26%
MIH
365
Meitav Investment House
Israel
$640K -$116K -4,835 -16%
RHBC
366
R.H. Bluestein & Co
Michigan
$637K +$246K +10,216 +64%
SF
367
Synovus Financial
Georgia
$633K -$54.7K -2,272 -8%
FAB
368
First American Bank
Illinois
$632K – – –
WB
369
Webster Bank
Connecticut
$630K – – –
GAMC
370
Garner Asset Management Corp
Texas
$626K -$4.82K -200 -0.8%
TG
371
TCW Group
California
$625K – – –
VFA
372
Voya Financial Advisors
Connecticut
$619K -$2.99K -124 -0.5%
MRCM
373
M&R Capital Management
New Jersey
$618K -$142K -5,903 -19%
MCM
374
Mengis Capital Management
Oregon
$618K -$1.9K -79 -0.3%
FFA
375
Founders Financial Alliance
North Carolina
$617K +$42.5K +1,767 +8%
13 14
15
16 17