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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
926
Financial Insights
Washington
$959K -$208K -846 -19%
SL
927
Sentry LLC
Tennessee
$959K – – –
ACA
928
Aptus Capital Advisors
Alabama
$958K +$114K +465 +14%
CTA
929
Chesley Taft & Associates
Illinois
$957K – – –
NAMP
930
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$956K +$34.4K +140 +4%
CT
931
Cambridge Trust
Massachusetts
$948K +$171K +697 +24%
CCA
932
Checchi Capital Advisers
California
$947K +$9.34K +38 +1%
FAIM
933
Financial Advocates Investment Management
Washington
$947K +$8.11K +33 +0.9%
MMPW
934
Mitchell McLeod Pugh & Williams
Alabama
$944K -$11.8K -48 -1%
SA
935
SRN Advisors
Pennsylvania
$941K +$43.3K +176 +5%
AIM
936
Aigen Investment Management
New York
$937K +$889K +3,616 New
LSPW
937
Lake Street Private Wealth
Illinois
$936K -$87.3K -355 -9%
WA
938
WBH Advisory
Maryland
$935K -$20.2K -82 -2%
BHA
939
Beech Hill Advisors
New York
$935K – – –
SCA
940
Sippican Capital Advisors
Massachusetts
$932K -$451K -1,833 -34%
EWA
941
EP Wealth Advisors
California
$931K +$194K +788 +28%
VAG
942
VisionPoint Advisory Group
Texas
$929K -$756K -3,073 -46%
WANY
943
Wealthspire Advisors (New York)
New York
$928K -$21.1K -86 -2%
BIC
944
Beach Investment Counsel
Pennsylvania
$922K – – –
GCM
945
GoodHaven Capital Management
New Jersey
$920K – – –
AC
946
ASB Consultores
Florida
$919K +$604K +2,457 +225%
WGCA
947
Wolf Group Capital Advisors
Virginia
$919K – – –
ARG
948
Advisory Resource Group
Oklahoma
$916K +$140K +571 +19%
UAS
949
United Asset Strategies
New York
$911K +$28K +114 +3%
LC
950
LCNB Corp
Ohio
$910K +$43K +175 +5%
36 37
38
39 40