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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
526
Clear Perspective Advisors
Illinois
$85K – – –
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$81K – – –
TWMP
528
Taylor Wealth Management Partners
Massachusetts
$80K – – –
NA
529
NewEdge Advisors
Louisiana
$79.9K +$77.4K +1,187 New
FMLI
530
Fukoku Mutual Life Insurance
Japan
$72K – – –
WA
531
WFG Advisors
Texas
$72K – – –
MRCM
532
M&R Capital Management
New Jersey
$68K – – –
OFS
533
Orrstown Financial Services
Pennsylvania
$67K +$3.65K +56 +6%
OIA
534
OneDigital Investment Advisors
Kansas
$66K +$66.8K +1,024 New
AIM
535
Acrospire Investment Management
Illinois
$64K +$56.5K +866 +698%
MCM
536
Manchester Capital Management
Vermont
$63K – – –
MCA
537
Mercer Capital Advisers
New Jersey
$57K +$130 +2 +0.2%
DAM
538
Delta Asset Management
Tennessee
$56K – – –
PCTC
539
Perkins Coie Trust Company
Washington
$56K – – –
SFSIG
540
San Francisco Sentry Investment Group
California
$56K +$56.6K +868 New
MMG
541
Monetary Management Group
Missouri
$48K – – –
PFPT
542
Pinnacle Financial Partners (Tennessee)
Tennessee
$48K +$48.4K +743 New
SPIA
543
Steward Partners Investment Advisory
New York
$43K -$3.91K -60 -8%
NFG
544
Next Financial Group
Texas
$43K – – –
PA
545
Parallel Advisors
California
$42K -$10.4K -160 -21%
MFBTD
546
MB Financial Bank - Trust Department
Illinois
$42K -$4.04K -62 -9%
AC
547
Alexandria Capital
Virginia
$42K – – –
WB
548
Webster Bank
Connecticut
$42K – – –
CAW
549
Cornerstone Advisors (Washington)
Washington
$39K – – –
WAM
550
Watermark Asset Management
California
$35K – – –
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