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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1676
Trek Financial
Arizona
$327K +$323K +3,855 New
PCG
1677
Private Capital Group
Connecticut
$324K -$4.52K -54 -1%
FBA
1678
Front Barnett Associates
Illinois
$324K – – –
PCM
1679
Pointe Capital Management
Michigan
$324K – – –
BAM
1680
Berkshire Asset Management
Pennsylvania
$324K +$50.5K +603 +19%
EGM
1681
Engineers Gate Manager
New York
$323K -$2.25M -26,882 -88%
LA
1682
Legacy Advisors
Pennsylvania
$323K +$670 +8 +0.2%
DTC
1683
Davidson Trust Company
Washington
$323K +$12.6K +150 +4%
RPWA
1684
Regent Peak Wealth Advisors
Georgia
$322K -$1.59K -19 -0.5%
KWA
1685
KCS Wealth Advisory
California
$321K -$24.2K -289 -7%
HA
1686
Harborview Advisors
Maine
$321K +$503 +6 +0.2%
OC
1687
Oakworth Capital
Alabama
$319K – – –
SFBLI
1688
Southern Farm Bureau Life Insurance
Mississippi
$318K – – –
CWP
1689
Concord Wealth Partners
Virginia
$317K -$68.4K -817 -18%
WA
1690
Waverly Advisors
Alabama
$317K +$52.7K +629 +23%
FPS
1691
Fieldpoint Private Securities
Connecticut
$316K -$1.93K -23 -0.6%
QPWM
1692
Quadrant Private Wealth Management
Pennsylvania
$316K +$39.8K +475 +15%
TWM
1693
TriaGen Wealth Management
California
$316K +$312K +3,720 New
CSIC
1694
Clifford Swan Investment Counsel
California
$315K – – –
ONST
1695
Old North State Trust
North Carolina
$314K – – –
SWMP
1696
Signature Wealth Management Partners
New Jersey
$313K +$25.1K +300 +9%
AWE
1697
Avidian Wealth Enterprises
Texas
$313K +$36.9K +441 +14%
RWMH
1698
Riverpoint Wealth Management Holdings
Illinois
$312K -$29.8K -356 -9%
LC
1699
LCNB Corp
Ohio
$312K +$16.3K +195 +6%
GIM
1700
Groesbeck Investment Management
New Jersey
$310K -$157K -1,876 -34%
66 67
68
69 70