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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1301
1ST Source Bank
Indiana
$882K +$9.83K +120 +1%
RCC
1302
Red Cedar Capital
Nebraska
$879K – – –
BDFN
1303
Bond & Devick Financial Network
Minnesota
$874K – – –
FMBTD
1304
First Midwest Bank Trust Division
Illinois
$874K +$153K +1,867 +22%
FFWM
1305
Future Financial Wealth Management
Ohio
$872K +$164 +2 +0%
IWC
1306
Integrated Wealth Concepts
Massachusetts
$872K +$64.1K +783 +8%
EB
1307
Eastern Bank
Massachusetts
$870K -$38.2K -466 -4%
SFI
1308
SPC Financial Inc
Maryland
$870K – – –
FF
1309
FourThought Financial
Florida
$869K -$666K -8,128 -44%
RTC
1310
Riverview Trust Company
Washington
$869K – – –
FFA
1311
Founders Financial Alliance
North Carolina
$869K +$2.7K +33 +0.3%
HA
1312
Harfst & Associates
Wyoming
$868K -$93.4K -1,141 -10%
WPP
1313
Whalerock Point Partners
Rhode Island
$867K +$22.5K +275 +3%
RBA
1314
Richard Bernstein Advisors
New York
$867K – – –
KJWM
1315
Kiley Juergens Wealth Management
Washington
$865K +$849K +10,368 New
WIM
1316
Westside Investment Management
California
$865K -$137K -1,679 -2%
QCG
1317
Quadrant Capital Group
Ohio
$862K +$67.4K +823 +9%
PWA
1318
Providence Wealth Advisors
Illinois
$861K -$2.7K -33 -0.3%
FANJ
1319
Financial Architects (New Jersey)
New Jersey
$861K +$4.67K +57 +0.6%
HDIM
1320
Hanson & Doremus Investment Management
Vermont
$860K -$350K -4,270 -22%
VCA
1321
Verdence Capital Advisors
Maryland
$858K +$34.4K +420 +4%
OIM
1322
Oder Investment Management
California
$856K -$25.8K -315 -3%
TMAM
1323
Tokio Marine Asset Management
Japan
$853K +$93.4K +1,140 +13%
ACA
1324
Atlas Capital Advisors
Wyoming
$853K +$364K +4,451 +77%
MFG
1325
Merit Financial Group
Georgia
$851K +$10.7K +131 +1%
51 52
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