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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1126
American Financial Group
Ohio
$700K – – –
CCT
1127
Chemung Canal Trust
New York
$700K – – –
AIM
1128
Allen Investment Management
New York
$698K – – –
MWM
1129
Modera Wealth Management
New Jersey
$695K +$228K +2,482 +56%
AIA
1130
Armor Investment Advisors
North Carolina
$693K -$123K -1,341 -16%
WI
1131
Wedgewood Investors
Pennsylvania
$693K – – –
SCM
1132
SOL Capital Management
Maryland
$692K -$6.9K -75 -1%
OTPPB
1133
Ontario Teachers' Pension Plan Board
Ontario, Canada
$690K -$351K -3,812 -36%
CWP
1134
Capital Wealth Planning
Florida
$689K +$31.4K +341 +5%
FBT
1135
First Bankers Trust
Kentucky
$687K – – –
PAMG
1136
Patton Albertson Miller Group
Tennessee
$686K -$1.1K -12 -0.2%
LB
1137
Legacy Bridge
Iowa
$686K – – –
FFBTD
1138
First Financial Bank - Trust Division
Ohio
$681K -$221K -2,400 -26%
FNBOMD
1139
First National Bank of Mount Dora
Florida
$680K -$93.9K -1,021 -13%
VCM
1140
Vigilant Capital Management
Maine
$676K – – –
KOC
1141
Koss-Olinger Consulting
Florida
$674K -$512K -5,569 -45%
PFO
1142
Pathstone Family Office
New Jersey
$672K +$189K +2,059 +45%
TCOV
1143
Trust Company of Vermont
Vermont
$671K -$9.2K -100 -1%
FIBT
1144
First International Bank & Trust
North Dakota
$670K +$358K +3,889 +138%
PFA
1145
Pinnacle Family Advisors
Missouri
$670K +$617K +6,704 New
FPS
1146
Fieldpoint Private Securities
Connecticut
$668K +$17.2K +187 +3%
VWA
1147
Visionary Wealth Advisors
Illinois
$667K -$72.9K -793 -11%
CBTWT
1148
Community Bank & Trust (Waco, Texas)
Texas
$664K +$55.2K +600 +10%
BIP
1149
Blueprint Investment Partners
North Carolina
$662K -$172K -1,870 -22%
APW
1150
Austin Private Wealth
Texas
$657K -$512K -5,566 -46%
44 45
46
47 48