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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
351
SVB Wealth
Massachusetts
$814K +$66.3K +2,227 +8%
BFIM
352
Beese Fulmer Investment Management
Ohio
$809K -$20.8K -700 -2%
ACM
353
Argyle Capital Management
Pennsylvania
$802K +$6.46K +217 +0.8%
CIAS
354
Capital Investment Advisory Services
North Carolina
$800K -$24.4K -821 -3%
CCP
355
Corient Capital Partners
California
$799K – – –
NW
356
Naviter Wealth
Arkansas
$799K +$21.6K +727 +3%
CI
357
Clal Insurance
Israel
$799K +$179K +6,000 +27%
AWA
358
AmeriServ Wealth Advisors
Pennsylvania
$798K – – –
LF
359
Lantz Financial
Illinois
$787K – – –
BCP
360
Blackhawk Capital Partners
Wisconsin
$787K +$820K +27,569 New
API
361
Advisor Partners II
California
$782K +$815K +27,383 New
CA
362
Cullinan Associates
Kentucky
$779K +$5.95K +200 +0.7%
AWA
363
Arete Wealth Advisors
Illinois
$777K +$810K +27,209 New
GT
364
Greenleaf Trust
Michigan
$776K +$4.02K +135 +0.5%
WAAG
365
Wealth Alliance Advisory Group
Kansas
$768K +$119 +4 +0%
SS
366
Sunbelt Securities
Texas
$766K -$65.1K -2,189 -8%
CTC
367
Central Trust Company
Missouri
$762K +$45.9K +1,541 +6%
ST
368
Sabal Trust
Florida
$761K +$84.7K +2,846 +12%
FAB
369
First American Bank
Illinois
$759K +$19.1K +641 +2%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$748K -$44.6K -1,500 -5%
PP
371
Patten & Patten
Tennessee
$741K -$143K -4,810 -16%
RWA
372
Ropes Wealth Advisors
Massachusetts
$736K +$56.9K +1,912 +8%
QCG
373
Quadrant Capital Group
Ohio
$735K +$79K +2,656 +12%
FFM
374
Forum Financial Management
Illinois
$730K -$13.5K -455 -2%
WB
375
Webster Bank
Connecticut
$728K – – –
13 14
15
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