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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1201
Montecito Bank & Trust
California
$3.76M -$79.7K -528 -2%
JC
1202
Jacobs & Co
California
$3.76M -$46.8K -310 -1%
CI
1203
CX Institutional
Indiana
$3.75M +$1.35M +8,948 +60%
IAS
1204
Investment Advisory Services
Texas
$3.75M -$9.21K -61 -0.3%
MFG
1205
MidWestOne Financial Group
Iowa
$3.74M +$53.4K +354 +2%
WR
1206
WD Rutherford
Oregon
$3.72M +$290K +1,921 +9%
AW
1207
Apricus Wealth
South Carolina
$3.71M +$292K +1,935 +9%
BCCM
1208
Bridge Creek Capital Management
Massachusetts
$3.71M +$54.9K +364 +2%
GP
1209
Greenline Partners
New York
$3.71M +$40.6K +269 +1%
SA
1210
Strategic Advisors
New York
$3.7M +$427K +2,832 +14%
NL
1211
NWAM LLC
Washington
$3.7M -$294K -1,945 -8%
BP
1212
BBR Partners
New York
$3.69M +$282K +1,867 +9%
AG
1213
AIA Group
Hong Kong
$3.69M +$980K +6,493 +38%
AT
1214
Arvest Trust
Oklahoma
$3.69M -$170K -1,124 -5%
KIA
1215
Knollwood Investment Advisory
Maryland
$3.68M – – –
RWM
1216
RKL Wealth Management
Pennsylvania
$3.68M -$28.5K -189 -0.8%
BL
1217
Balentine LLC
Georgia
$3.68M -$1.31M -8,681 -27%
BOSSRA
1218
B.O.S.S. Retirement Advisors
Utah
$3.67M -$531K -3,518 -13%
FNA
1219
First National Advisers
Nebraska
$3.66M +$861K +5,708 +33%
CFM
1220
Capricorn Fund Managers
United Kingdom
$3.66M – – –
GWM
1221
Glass Wealth Management
Texas
$3.65M +$3.49M +23,137 New
CST
1222
Charles Schwab Trust
Nevada
$3.65M -$358K -2,374 -9%
MSS
1223
Mitchell Sinkler & Starr
Pennsylvania
$3.65M -$1.52M -10,100 -30%
BJL
1224
Brighton Jones LLC
Washington
$3.64M +$115K +765 +3%
FCAS
1225
First Command Advisory Services
Texas
$3.63M -$111K -735 -3%
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