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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
826
Crestwood Advisors Group
Massachusetts
$319K +$36.4K +411 +13%
SAI
827
Savvy Advisors Inc
New York
$319K -$2.21K -25 -0.7%
ICP
828
Interchange Capital Partners
Pennsylvania
$318K +$310K +3,500 New
CBT
829
Crews Bank & Trust
Florida
$318K – – –
FWM
830
Forza Wealth Management
Florida
$317K +$42K +475 +16%
LWM
831
Liberty Wealth Management
California
$317K +$3.01K +34 +1%
SWP
832
Stratos Wealth Partners
Ohio
$315K +$10.6K +120 +4%
ABLA
833
Alan B. Lancz & Associates
Ohio
$315K – – –
FAFN
834
First Affirmative Financial Network
Colorado
$313K +$19.4K +219 +7%
FTC
835
Farmers Trust Company
Ohio
$313K – – –
MYIA
836
Mount Yale Investment Advisors
Colorado
$310K +$238K +2,689 +371%
GIM
837
Generali Investments Management
Slovenia
$310K -$1.25M -14,157 -81%
LCGC
838
Legacy Capital Group California
California
$310K +$301K +3,404 New
CCC
839
Chelsea Counsel Company
California
$309K – – –
LC
840
LCNB Corp
Ohio
$307K -$17.7K -200 -6%
PWA
841
Phoenix Wealth Advisors
North Carolina
$307K -$5.66K -64 -2%
TWP
842
Tempus Wealth Planning
California
$307K -$19.8K -224 -6%
RI
843
Ridgewood Investments
New Jersey
$305K -$98K -1,108 -25%
MA
844
Mutual Advisors
Nebraska
$305K +$14K +158 +5%
CFP
845
Cascade Financial Partners
California
$305K – – –
ONB
846
Old National Bancorp
Indiana
$304K -$13.6K -154 -4%
AI
847
Accredited Investors
Minnesota
$304K – – –
WS
848
Wedbush Securities
California
$304K +$40.8K +461 +16%
AA
849
Advisory Alpha
Michigan
$302K -$1.33K -15 -0.4%
RG
850
Rathbones Group
United Kingdom
$302K -$5.31K -60 -2%
32 33
34
35 36