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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
701
Avantax Planning Partners
Iowa
$331K +$33.8K +2,954 +12%
DT
702
Diversified Trust
Tennessee
$329K -$545K -47,643 -64%
IRC
703
Investors Research Corp
Georgia
$328K – – –
AMC
704
Asset Management Corp
Illinois
$328K +$306K +26,751 New
CIC
705
Carnegie Investment Counsel
Ohio
$324K +$2.32K +203 +0.8%
SC
706
Savant Capital
Illinois
$321K -$11.8K -1,033 -4%
RC
707
Reik & Co
New York
$319K +$132K +11,504 +79%
BSG
708
Black Swift Group
Colorado
$319K +$297K +26,000 New
FMBTD
709
First Midwest Bank Trust Division
Illinois
$317K -$287K -25,056 -49%
MBT
710
Montecito Bank & Trust
California
$316K +$295K +25,800 New
VWM
711
Vigilare Wealth Management
Arizona
$316K +$295K +25,823 New
AWA
712
Arete Wealth Advisors
Illinois
$313K +$4.45K +389 +2%
FNBT
713
FineMark National Bank & Trust
Florida
$313K +$11.4K +1,000 +4%
CBFP
714
Cedar Brook Financial Partners
Ohio
$312K +$1.95K +170 +0.7%
OSAM
715
O'Shaughnessy Asset Management
Connecticut
$310K +$148K +12,967 +105%
CWP
716
Curated Wealth Partners
California
$309K – – –
SWM
717
Stockman Wealth Management
Montana
$309K +$13.4K +1,167 +5%
CAM
718
Cacti Asset Management
Georgia
$306K – – –
ZF
719
Zhang Financial
Michigan
$305K +$22.5K +1,970 +9%
FIM
720
Fruth Investment Management
Texas
$301K -$17.2K -1,500 -6%
TF
721
TIAA FSB
Florida
$300K -$361K -31,560 -56%
GP
722
Girard Partners
Pennsylvania
$300K -$260K -22,687 -48%
CFA
723
Cahill Financial Advisors
Minnesota
$300K +$13.2K +1,151 +5%
ONB
724
Old National Bancorp
Indiana
$299K -$9.96K -870 -3%
AAM
725
AR Asset Management
California
$299K – – –
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