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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
River Wealth Advisors
Pennsylvania
$1.15M +$1.12M +11,101 New
IFS
1002
Ifrah Financial Services
Arkansas
$1.14M -$9.41K -93 -0.8%
SFSG
1003
Stearns Financial Services Group
North Carolina
$1.14M -$5.16K -51 -0.5%
GIA
1004
Guyasuta Investment Advisors
Pennsylvania
$1.14M -$88K -870 -7%
NPC
1005
National Planning Corporation
California
$1.13M -$113K -1,115 -9%
DWT
1006
Dorsey & Whitney Trust
South Dakota
$1.12M -$29.8K -295 -3%
BCM
1007
Brookmont Capital Management
Texas
$1.11M -$74K -731 -6%
PWS
1008
Peloton Wealth Strategists
Indiana
$1.1M +$1.08M +10,700 New
FNT
1009
First National Trust
Pennsylvania
$1.09M +$227K +2,242 +27%
AGM
1010
Alpine Global Management
New York
$1.09M -$923K -9,117 -46%
CBU
1011
CIBC Bank USA
Illinois
$1.09M +$65.2K +644 +7%
CIA
1012
Covington Investment Advisors
Pennsylvania
$1.08M -$10.1K -100 -0.9%
CEP
1013
Chicago Equity Partners
Illinois
$1.08M -$573K -5,660 -35%
FM
1014
Forward Management
California
$1.08M +$506K +5,000 +92%
TCM
1015
Tributary Capital Management
Nebraska
$1.07M – – –
P
1016
Pitcairn
Pennsylvania
$1.07M +$53.4K +528 +5%
WTB
1017
Washington Trust Bank
Washington
$1.07M +$10.5K +104 +1%
CNAM
1018
Campbell Newman Asset Management
Wisconsin
$1.06M -$21.7K -214 -2%
W
1019
Wealthfront
California
$1.06M +$117K +1,158 +13%
CIM
1020
CIM Investment Management
Pennsylvania
$1.05M – – –
SGA
1021
Strategic Global Advisors
California
$1.05M – – –
CCA
1022
Checchi Capital Advisers
California
$1.05M +$135K +1,330 +15%
CHAM
1023
Clear Harbor Asset Management
Connecticut
$1.04M – – –
WAM
1024
Westport Asset Management
Connecticut
$1.03M – – –
JC
1025
JBF Capital
Colorado
$1.03M – – –
39 40
41
42 43