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CPB

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
501
Webster Bank
Connecticut
$20K – – –
FIB
502
First Interstate Bank
Montana
$20K +$19K +487 New
CF
503
Centaurus Financial
California
$20K +$19.5K +500 New
ST
504
Sageworth Trust
Pennsylvania
$20K +$19.5K +500 New
ST
505
Smithfield Trust
Pennsylvania
$19K -$66.2K -1,700 -78%
PA
506
Parallel Advisors
California
$19K -$7.71K -198 -30%
CAW
507
Cornerstone Advisors (Washington)
Washington
$18K – – –
YWP
508
YorkBridge Wealth Partners
New York
$18K – – –
WAM
509
Wealthspire Advisors (Maryland)
Maryland
$17K -$11.8K -303 -42%
KA
510
Kaizen Advisory
Illinois
$17K +$9.22K +237 +131%
OIA
511
OneDigital Investment Advisors
Kansas
$16K -$7.79K -200 -33%
SNT
512
Security National Trust
West Virginia
$16K – – –
BCA
513
Bay Colony Advisors
Massachusetts
$16K +$15.6K +400 New
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
M
515
MOTCO
Texas
$15K – – –
TCOV
516
Trust Company of Vermont
Vermont
$15K +$3.11K +80 +27%
VCM
517
Versant Capital Management
Arizona
$14K -$623 -16 -4%
TSW
518
Thompson Siegel & Walmsley
Virginia
$14K – – –
WT
519
Washington Trust
Rhode Island
$14K +$13.6K +350 New
CC
520
Claybrook Capital
Massachusetts
$12K – – –
NWM
521
Northwest Wealth Management
Iowa
$12K – – –
PW
522
Price Wealth
Texas
$12K +$5.61K +144 +100%
LFA
523
Legacy Financial Advisors
Kentucky
$12K +$11K +282 +1,659%
JA
524
JOYN Advisors
Georgia
$12K +$11.5K +296 +2,691%
SCM
525
Silvant Capital Management
Georgia
$12K +$11.6K +297 New
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