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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1051
Arete Wealth Advisors
Illinois
$1.3M -$367K -14,608 -22%
CCA
1052
Cobblestone Capital Advisors
New York
$1.29M -$229K -9,102 -15%
MNBTD
1053
Moody National Bank Trust Division
Texas
$1.28M -$4K -159 -0.3%
ST
1054
Stifel Trust
Missouri
$1.28M -$150K -5,956 -11%
PFA
1055
Paradigm Financial Advisors
Missouri
$1.27M +$35K +1,390 +3%
CHAM
1056
Clear Harbor Asset Management
Connecticut
$1.26M – – –
PWLP
1057
Prio Wealth Limited Partnership
Massachusetts
$1.26M -$24.7K -980 -2%
PVWM
1058
Point View Wealth Management
New Jersey
$1.25M +$57.7K +2,295 +5%
FBT
1059
First Bankers Trust
Kentucky
$1.25M +$55.2K +2,194 +5%
AIS
1060
American Investment Services
Massachusetts
$1.24M -$12.7K -506 -1%
HTC
1061
Haverford Trust Company
Pennsylvania
$1.23M -$82.5K -3,280 -6%
FCFC
1062
First Commonwealth Financial Corp
Pennsylvania
$1.22M -$23.6K -937 -2%
PG
1063
Proffitt & Goodson
Tennessee
$1.21M -$16K -635 -1%
CCG
1064
Cypress Capital Group
Florida
$1.21M +$12.3K +488 +1%
NFG
1065
Next Financial Group
Texas
$1.21M -$96.7K -3,846 -7%
CTA
1066
Colonial Trust Advisors
South Carolina
$1.2M -$71.7K -2,850 -6%
IT
1067
Investors Trust
Texas
$1.19M -$1.73M -68,913 -59%
DBIA
1068
Dumont & Blake Investment Advisors
New Jersey
$1.19M – – –
CS
1069
Credential Securities
$1.19M +$19.3K +768 +2%
AIM
1070
Acuity Investment Management
Ontario, Canada
$1.19M +$350K +13,900 +42%
CBT
1071
Central Bank & Trust
Kentucky
$1.19M -$114K -4,536 -9%
WEC
1072
Winslow Evans & Crocker
Massachusetts
$1.18M -$58.1K -2,310 -5%
LNC
1073
Lincoln National Corp
Pennsylvania
$1.18M +$107K +4,247 +10%
TCMG
1074
TSP Capital Management Group
New Jersey
$1.18M -$1.2M -47,550 Closed
HW
1075
Hancock Whitney
Mississippi
$1.17M +$178K +7,058 +18%
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