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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
601
Legacy Wealth Asset Management
Minnesota
$475K +$15.6K +434 +4%
IW
602
Imprint Wealth
South Carolina
$472K +$26.3K +734 +6%
FB
603
Fulton Bank
Pennsylvania
$465K +$74.6K +2,081 +20%
ATC
604
Argent Trust Co
Tennessee
$464K – – –
GCM
605
Gallacher Capital Management
Colorado
$463K +$21K +585 +5%
WAM
606
Weinberger Asset Management
California
$460K -$106K -2,955 -19%
IWM
607
IHT Wealth Management
Illinois
$460K -$38K -1,059 -8%
RCM
608
RNC Capital Management
California
$460K -$40.1K -1,119 -8%
FIM
609
Fruth Investment Management
Texas
$459K – – –
WT
610
Whittier Trust
California
$458K -$45.5K -1,269 -9%
KF
611
Krilogy Financial
Missouri
$458K – – –
PHS
612
Pekin Hardy Strauss
Illinois
$455K -$5.38K -150 -1%
TPI
613
Trust Point Inc
Wisconsin
$455K +$29.9K +834 +7%
WI
614
Wintrust Investments
Illinois
$455K -$72K -2,009 -14%
OIA
615
OneDigital Investment Advisors
Kansas
$453K +$16.5K +459 +4%
NIM
616
Northeast Investment Management
Massachusetts
$452K – – –
AAMC
617
Asset Allocation & Management Company
Illinois
$452K – – –
P
618
Pitcairn
Pennsylvania
$452K -$42.5K -1,186 -9%
AWM
619
Accurate Wealth Management
Florida
$447K -$1.47K -41 -0.4%
GF
620
Goodman Financial
Texas
$445K -$59.3K -1,655 -12%
CF
621
Centaurus Financial
California
$444K -$7.13K -199 -2%
PFPT
622
Pinnacle Financial Partners (Tennessee)
Tennessee
$441K +$11.3K +315 +3%
AAM
623
AR Asset Management
California
$439K – – –
CCB
624
Country Club Bank
Missouri
$435K +$6.38K +178 +2%
KFGK
625
Keystone Financial Group (Kentucky)
Kentucky
$432K +$2.58K +72 +0.6%
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