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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1201
Dearborn Partners
Illinois
$441K -$366K -6,273 -47%
WFAG
1202
Wescott Financial Advisory Group
Pennsylvania
$441K +$60.4K +1,035 +17%
WPW
1203
Waldron Private Wealth
Pennsylvania
$440K +$36.3K +622 +10%
NFG
1204
Nations Financial Group
Iowa
$439K -$49.4K -847 -11%
WGC
1205
Watts Gwilliam & Co
Arizona
$438K +$388K +6,652 New
LA
1206
Legacy Advisors
Pennsylvania
$435K +$89.1K +1,528 +28%
BW
1207
Basepoint Wealth
Iowa
$433K -$2.86K -49 -0.7%
BSA
1208
Bull Street Advisors
Georgia
$432K -$3.5K -60 -0.9%
FCH
1209
Freestone Capital Holdings
Washington
$432K +$8.52K +146 +2%
FNFDCM
1210
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$432K -$5.72K -98 -1%
TF
1211
Tompkins Financial
New York
$430K +$58.3K +1,000 +17%
NHT
1212
New Hampshire Trust
New Hampshire
$429K -$5.89K -101 -1%
CIC
1213
Carnegie Investment Counsel
Ohio
$429K -$24.6K -422 -6%
FNT
1214
First Nebraska Trust
Nebraska
$427K -$17K -291 -4%
LI
1215
LMCG Investments
Massachusetts
$425K -$4.96K -85 -1%
RBFC
1216
Roman Butler Fullerton & Co
Missouri
$425K -$17.9K -307 -4%
IP
1217
Intellectus Partners
California
$425K – – –
QCG
1218
Quadrant Capital Group
Ohio
$424K -$44.6K -764 -10%
MF
1219
Meridian Financial
Massachusetts
$423K +$14.8K +253 +4%
BBA
1220
BLB&B Advisors
Pennsylvania
$422K -$1.56M -26,713 -80%
SWP
1221
Strategic Wealth Partners
Ohio
$421K -$87.3K -1,497 -18%
JWCA
1222
J.W. Cole Advisors
Florida
$419K -$21.6K -370 -5%
WF
1223
Williams Financial
Vermont
$419K -$2.63K -45 -0.7%
CCG
1224
Cypress Capital Group
Florida
$418K +$18.7K +320 +5%
AIM
1225
Athena Investment Management
California
$416K – – –
47 48
49
50 51