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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1701
Schulhoff & Co
Ohio
$429K – – –
CAM
1702
Congress Asset Management
Massachusetts
$428K -$213K -2,066 -34%
SWM
1703
Segment Wealth Management
Texas
$428K -$2.78K -27 -0.7%
CBTWT
1704
Community Bank & Trust (Waco, Texas)
Texas
$426K +$87.4K +848 +27%
TAM
1705
Trillium Asset Management
Massachusetts
$423K -$4.22K -41 -1%
CA
1706
Cynosure Advisors
Utah
$423K +$405K +3,936 New
TFO
1707
Tarbox Family Office
California
$420K +$5.77K +56 +1%
ZB
1708
Zions Bancorporation
Utah
$420K +$86.1K +836 +27%
AIM
1709
Advantage Investment Management
Iowa
$418K -$14.6K -142 -4%
WPA
1710
Winning Points Advisors
Florida
$418K – – –
FBT
1711
First Bank & Trust
South Dakota
$410K -$6.7K -65 -2%
AWA
1712
Acorn Wealth Advisors
Michigan
$410K +$384K +3,727 New
MFW
1713
Mosaic Family Wealth
Missouri
$409K -$57.7K -560 -13%
MC
1714
Montag & Caldwell
Georgia
$409K – – –
RHFI
1715
Reilly Herbert Faulkner III
$409K – – –
FWP
1716
FAS Wealth Partners
Kansas
$408K +$1.03K +10 +0.3%
CAG
1717
Csenge Advisory Group
Florida
$405K +$76.6K +744 +25%
AA
1718
Apriem Advisors
California
$404K -$1.75K -17 -0.5%
PK
1719
Pflug Koory
Nebraska
$404K +$2.58K +25 +0.7%
WPW
1720
Winthrop Partners - WNY
New York
$402K +$396K +3,841 New
TFF
1721
The Family Firm
Maryland
$402K – – –
KTA
1722
Keeley-Teton Advisors
Illinois
$401K – – –
UBV
1723
United Bank (Virginia)
Virginia
$401K +$384K +3,726 New
CF
1724
Corrigan Financial
Rhode Island
$400K -$14.6K -142 -4%
SCI
1725
Stableford Capital II
Arizona
$400K +$32.5K +315 +9%
67 68
69
70 71