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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
726
Logan Capital Management
Pennsylvania
$268K – – –
PMFA
727
Plante Moran Financial Advisors
Michigan
$267K – – –
C
728
Certuity
Florida
$267K -$10.9K -60 -4%
SWM
729
SeaCrest Wealth Management
New York
$266K -$4.92K -27 -2%
DS
730
DRW Securities
Illinois
$265K +$251K +1,380 New
BBNA
731
Bremer Bank National Association
Minnesota
$264K -$3.28K -18 -1%
NPF
732
Norris Perne & French
Michigan
$264K – – –
NB
733
NBT Bank
New York
$263K -$10.9K -60 -4%
PFS
734
Prospera Financial Services
Texas
$263K +$250K +1,370 New
WT
735
Whittier Trust
California
$262K +$40.5K +222 +19%
HBT
736
Hills Bank & Trust
Iowa
$261K +$1.82K +10 +0.7%
CF
737
Centaurus Financial
California
$258K -$62.1K -341 -20%
CC
738
Cornerstone Capital
California
$257K – – –
WB
739
Webster Bank
Connecticut
$256K – – –
CWM
740
Chesapeake Wealth Management
Virginia
$254K -$3.64K -20 -1%
MFA
741
Mayflower Financial Advisors
Massachusetts
$253K +$182 +1 +0.1%
PMSA
742
Patrick M. Sweeney & Associates
Illinois
$253K -$1.82K -10 -0.8%
FBT
743
First Bank & Trust
South Dakota
$250K – – –
APG
744
Abacus Planning Group
South Carolina
$249K -$73.8K -405 -24%
ETC
745
Exchange Traded Concepts
Oklahoma
$248K +$196K +1,075 +489%
FDS
746
Freedom Day Solutions
Texas
$248K – – –
ZF
747
Zhang Financial
Michigan
$247K +$235K +1,290 New
BWM
748
Baron Wealth Management
Michigan
$247K – – –
IIM
749
Ipswich Investment Management
Massachusetts
$247K -$36.4K -200 -13%
MIM
750
Morningstar Investment Management
Illinois
$246K +$4.01K +22 +2%
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