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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
876
RTD Financial Advisors
Pennsylvania
$544K -$97.3K -479 -16%
1W
877
1776 Wealth
Georgia
$544K +$23.8K +117 +5%
P
878
Pitcairn
Pennsylvania
$542K +$113K +558 +28%
1SB
879
1ST Source Bank
Indiana
$541K +$18.7K +92 +4%
BHC
880
Bowen Hanes & Co
Florida
$537K – – –
CCG
881
Cypress Capital Group
Florida
$537K +$29.7K +146 +6%
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$535K +$14.6K +72 +3%
NEGWA
883
New England Guild Wealth Advisors
Connecticut
$533K – – –
CWM
884
Congress Wealth Management
Massachusetts
$532K +$5.49K +27 +1%
PCP
885
Proficio Capital Partners
Massachusetts
$530K +$93.1K +458 +23%
LCM
886
LRT Capital Management
Texas
$528K +$502K +2,468 New
DGI
887
Disciplined Growth Investors
Minnesota
$527K -$98.8K -486 -16%
PFBT
888
Parkside Financial Bank & Trust
Missouri
$524K +$24K +118 +5%
FMB
889
Field & Main Bank
Kentucky
$520K +$117K +575 +31%
IBOK
890
Independence Bank of Kentucky
Kentucky
$520K +$155K +765 +46%
TC
891
TownSquare Capital
Utah
$517K -$658K -3,237 -57%
EHC
892
Everett Harris & Co
California
$517K – – –
EWA
893
Encompass Wealth Advisors
Oregon
$515K – – –
VBCG
894
Valley Brook Capital Group
Pennsylvania
$515K – – –
IWA
895
Intercontinental Wealth Advisors
Texas
$513K -$813 -4 -0.2%
FCH
896
Freestone Capital Holdings
Washington
$509K +$249K +1,223 +106%
FCCM
897
First City Capital Management
Georgia
$508K -$5.08K -25 -1%
VC
898
Vicus Capital
Pennsylvania
$506K -$24.6K -121 -5%
CWA
899
Clearview Wealth Advisors
Oregon
$503K +$38.2K +188 +9%
DP
900
Dearborn Partners
Illinois
$501K -$283K -1,393 -37%
34 35
36
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