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Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1226
Venture Visionary Partners
Ohio
$1M -$39.6K -557 -4%
IF
1227
Intrua Financial
Texas
$1M +$235K +3,296 +29%
DMBA
1228
Deseret Mutual Benefit Administrators
Utah
$1M +$50.3K +707 +5%
WA
1229
Wealth Alliance
New York
$1M -$100K -1,405 -9%
BWA
1230
Blodgett Wealth Advisors
California
$1M – – –
LPT
1231
Legacy Private Trust
Wisconsin
$993K -$2.27M -31,869 -69%
HFBOT
1232
Home Federal Bank of Tennessee
Tennessee
$986K +$4.63K +65 +0.5%
TIA
1233
Trust Investment Advisors
Indiana
$983K +$57K +801 +6%
CT
1234
Caldwell Trust
Florida
$980K +$55.6K +782 +6%
RWM
1235
Ritholtz Wealth Management
New York
$978K +$287K +4,027 +40%
PTC
1236
Private Trust Company
Ohio
$978K -$226K -3,171 -18%
IAIM
1237
International Assets Investment Management
Florida
$975K +$3.37M +47,367 +427%
AW
1238
Alaethes Wealth
Nevada
$968K +$66.5K +935 +7%
WFAG
1239
Worth Financial Advisory Group
North Carolina
$964K +$1.78K +25 +0.2%
GCM
1240
Gladius Capital Management
Illinois
$964K -$79.8K -1,121 -7%
DPIM
1241
Duff & Phelps Investment Management
Illinois
$962K – – –
1SB
1242
1ST Source Bank
Indiana
$962K +$54K +759 +6%
STAS
1243
Strong Tower Advisory Services
Minnesota
$959K +$38.4K +539 +4%
NPT
1244
Nixon Peabody Trust
Massachusetts
$953K -$754K -10,596 -43%
SFG
1245
Sterling Financial Group
California
$949K -$12.9K -182 -1%
CAG
1246
Csenge Advisory Group
Florida
$948K -$57.3K -805 -6%
NB
1247
Northwest Bancshares
Pennsylvania
$946K -$8.82K -124 -0.9%
DBIA
1248
Dumont & Blake Investment Advisors
New Jersey
$942K -$39.9K -561 -4%
AWS
1249
Aspen Wealth Strategies
Colorado
$942K +$259K +3,635 +36%
MPCG
1250
Matrix Private Capital Group
New York
$942K -$7.54K -106 -0.8%
48 49
50
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