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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
901
Pegasus Partners
Wisconsin
$3.31M -$293K -9,195 -9%
PPSG
902
Princeton Portfolio Strategies Group
New Jersey
$3.29M -$24.9K -782 -0.8%
SWM
903
Segment Wealth Management
Texas
$3.29M +$152K +4,787 +5%
LFAS
904
Level Four Advisory Services
Texas
$3.28M +$473K +14,854 +18%
TCOT
905
Trust Company of Toledo
Ohio
$3.28M +$39.4K +1,239 +1%
SNT
906
Security National Trust
West Virginia
$3.24M +$60.6K +1,904 +2%
BHWM
907
Bar Harbor Wealth Management
New Hampshire
$3.23M -$206K -6,470 -6%
FFA
908
First Foundation Advisors
California
$3.21M +$750K +23,548 +33%
RMCM
909
Reynders McVeigh Capital Management
Massachusetts
$3.19M -$217K -6,823 -7%
EFS
910
Essex Financial Services
Connecticut
$3.18M +$131K +4,122 +5%
BFO
911
Boston Family Office
Massachusetts
$3.18M -$472K -14,825 -14%
AP
912
Advisor Partners
California
$3.16M +$119K +3,724 +4%
DCM
913
Delta Capital Management
New Jersey
$3.16M -$58.3K -1,830 -2%
LWAC
914
Laurel Wealth Advisors (California)
California
$3.15M -$7.89K -248 -0.3%
PWM
915
Perigon Wealth Management
California
$3.12M -$2.77M -86,863 -48%
CFG
916
Citizens Financial Group
Rhode Island
$3.12M -$5.53M -173,629 -65%
FC
917
Forte Capital
New York
$3.1M -$248K -7,796 -8%
FB
918
Fulton Bank
Pennsylvania
$3.1M +$15.8K +495 +0.5%
BIM
919
Bridges Investment Management
Nebraska
$3.1M +$1.17M +36,646 +66%
CCM
920
Coldstream Capital Management
Washington
$3.08M +$561K +17,636 +24%
VAM
921
Visionary Asset Management
Texas
$3.07M -$265K -8,311 -8%
BFA
922
Beaumont Financial Advisors
Massachusetts
$3.07M -$283K -8,880 -9%
CHC
923
City Holding Co
West Virginia
$3.07M +$100K +3,155 +4%
BOTW
924
Bank of the West
California
$3.06M -$389K -12,218 -12%
CK
925
Cohen Klingenstein
New York
$3.06M – – –
35 36
37
38 39