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Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1326
Newman Dignan & Sheerar Inc
Rhode Island
$257K -$4.12K -70 -2%
MWP
1327
Moller Wealth Partners
$257K – – –
FFN
1328
Focus Financial Network
Minnesota
$256K -$6.47K -110 -3%
TIA
1329
Tiemann Investment Advisors
California
$255K -$2.35K -40 -1%
AB
1330
Atlas Brown
Kentucky
$255K +$1.18K +20 +0.5%
KFS
1331
Kelly Financial Services
Massachusetts
$255K – – –
NAS
1332
Nicolet Advisory Services
Wisconsin
$254K -$6K -102 -3%
BOTW
1333
Bank of the West
California
$253K -$318K -5,407 -58%
JFL
1334
Jarislowsky, Fraser Ltd
Quebec, Canada
$253K -$52.9K -900 -19%
VHAM
1335
Van Hulzen Asset Management
California
$253K -$14K -238 -6%
TPA
1336
Trivium Point Advisory
Connecticut
$252K -$38.7K -658 -15%
LI
1337
LVZ Inc
Michigan
$252K +$176 +3 +0.1%
WI
1338
WrapManager Inc
California
$250K -$294 -5 -0.1%
BCA
1339
Bray Capital Advisors
Florida
$250K – – –
FCFC
1340
First Citizens Financial Corp
Iowa
$250K +$226K +3,844 New
TWA
1341
TCI Wealth Advisors
Arizona
$247K +$2.59K +44 +1%
PL
1342
Plancorp LLC
Missouri
$247K +$5.82K +99 +3%
FWM
1343
Focused Wealth Management
New York
$246K – – –
MIC
1344
Meridian Investment Counsel
California
$245K – – –
TTWM
1345
TCV Trust & Wealth Management
Virginia
$244K -$3.29K -56 -1%
GC
1346
Grimes & Company
Massachusetts
$244K +$764 +13 +0.3%
RWA
1347
Ropes Wealth Advisors
Massachusetts
$243K -$17.7K -301 -7%
CA
1348
CapWealth Advisors
Tennessee
$242K -$57.3K -975 -21%
MWP
1349
MYCIO Wealth Partners
Pennsylvania
$242K -$16.2K -275 -7%
CB
1350
CNB Bank
Pennsylvania
$242K +$5.94K +101 +3%
52 53
54
55 56