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Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
676
Everett Harris & Co
California
$346K +$352K +31,200 New
APP
677
Avantax Planning Partners
Iowa
$343K +$3.51K +311 +1%
PTC
678
Private Trust Company
Ohio
$343K +$17.2K +1,521 +5%
CPA
679
Clear Perspective Advisors
Illinois
$341K +$47.6K +4,219 +16%
FIAS
680
FinTrust Investment Advisory Services
South Carolina
$339K -$64.5K -5,714 -16%
JT
681
Jump Trading
Illinois
$339K -$38.2K -3,389 -10%
GT
682
Glenview Trust
Kentucky
$334K +$4.74K +420 +1%
TF
683
TIAA FSB
Florida
$333K -$3.91K -347 -1%
BBWA
684
Bell & Brown Wealth Advisors
California
$331K -$23K -2,038 -6%
RC
685
Reik & Co
New York
$327K – – –
SYBT
686
Stock Yards Bank & Trust
Kentucky
$326K – – –
WAP
687
Wealthcare Advisory Partners
Pennsylvania
$326K +$171K +15,155 +106%
BF
688
BOK Financial
Oklahoma
$325K -$599K -53,101 -64%
CHC
689
City Holding Co
West Virginia
$324K – – –
SAM
690
SignalPoint Asset Management
Missouri
$323K +$11.6K +1,030 +4%
AIM
691
Anchor Investment Management
South Carolina
$320K +$305K +27,075 +1,504%
CMANY
692
Capital Management Associates (New York)
New York
$319K -$23.1K -2,050 -7%
GJIC
693
Gamble Jones Investment Counsel
California
$319K -$13.1K -1,159 -4%
RWA
694
River Wealth Advisors
Pennsylvania
$318K -$50.2K -4,448 -13%
BAM
695
Brave Asset Management
New Jersey
$318K -$37.1K -3,287 -10%
DWM
696
Darwin Wealth Management
Florida
$317K +$3.54K +314 +1%
PW
697
Peninsula Wealth
California
$317K +$322K +28,560 New
BCM
698
BlueCrest Capital Management
Jersey
$317K +$323K +28,594 New
BMC
699
Beaton Management Company
Massachusetts
$316K -$643 -57 -0.2%
GT
700
Greenleaf Trust
Michigan
$316K +$79.5K +7,051 +33%
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