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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
751
American Asset Management
Florida
$279K +$11.7K +950 +4%
VNA
752
VNBTrust National Association
Virginia
$278K – – –
TFS
753
TrustCore Financial Services
Tennessee
$277K +$273K +22,155 New
CWM
754
Cedar Wealth Management
California
$274K +$55K +4,470 +26%
BDF
755
Balasa Dinverno & Foltz
$273K -$2.4K -195 -0.9%
CA
756
Corrado Advisors
New Jersey
$271K +$91.7K +7,445 +52%
CCB
757
Cutter & Co Brokerage
Missouri
$270K -$28.8K -2,343 -10%
BCM
758
Becker Capital Management
Oregon
$270K -$6.34K -515 -2%
CBU
759
CIBC Bank USA
Illinois
$269K +$23.9K +1,942 +10%
TCOV
760
Trust Company of Vermont
Vermont
$268K -$23K -1,864 -8%
GT
761
Greenleaf Trust
Michigan
$268K +$17.9K +1,457 +7%
TMAM
762
Tokio Marine Asset Management
Japan
$267K -$82.1K -6,670 -24%
BCA
763
Bray Capital Advisors
Florida
$267K – – –
VIA
764
Vident Investment Advisory
Georgia
$267K +$109K +8,883 +71%
FRM
765
Foundation Resource Management
Arkansas
$265K – – –
CFP
766
Cornerstone Financial Partners
North Carolina
$263K +$263K +21,379 New
BTNA
767
Bremer Trust National Association
Minnesota
$262K – – –
CBN
768
Cadence Bank NA
Texas
$260K +$257K +20,846 New
ISB
769
Iowa State Bank
Iowa
$257K +$12.3K +1,000 +5%
CRC
770
Curi RMB Capital
Illinois
$255K +$12.9K +1,049 +5%
CWS
771
Cypress Wealth Services
California
$254K +$251K +20,352 New
CIA
772
Cascade Investment Advisors
Oregon
$251K -$90.2K -7,325 -27%
IIM
773
Intact Investment Management
Quebec, Canada
$246K -$878K -71,300 -78%
AC
774
Abbrea Capital
California
$244K +$241K +19,552 New
OPWM
775
Oak Point Wealth Management
Michigan
$244K +$242K +19,629 New
29 30
31
32 33