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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
901
Narus Financial Partners
Utah
$148K +$148K +12,231 New
WPC
902
Waters Parkerson & Co
Louisiana
$147K -$9.7K -800 -6%
PMFA
903
Plante Moran Financial Advisors
Michigan
$147K +$28K +2,308 +24%
RIM
904
Regent Investment Management
Kentucky
$146K -$15.8K -1,300 -10%
ANBT
905
American National Bank & Trust
Texas
$146K – – –
CWM
906
Confluence Wealth Management
Oregon
$145K – – –
PI
907
Pettee Investors
Connecticut
$144K -$19.4K -1,600 -12%
BFG
908
Barber Financial Group
Kansas
$144K +$144K +11,850 New
PHAM
909
Palisades Hudson Asset Management
Florida
$143K – – –
TPW
910
Tiller Private Wealth
Pennsylvania
$143K +$10.6K +877 +8%
CWM
911
Cranbrook Wealth Management
Michigan
$142K -$36.5K -3,012 -20%
HCM
912
Howland Capital Management
Massachusetts
$142K -$11.3K -929 -7%
CB
913
Community Bank
New York
$141K -$27.2K -2,245 -16%
MCM
914
Manchester Capital Management
Vermont
$139K +$18.2K +1,500 +15%
CFA
915
Carroll Financial Associates
North Carolina
$138K -$16.9K -1,390 -11%
BB
916
Busey Bank
Illinois
$136K -$155K -12,758 -53%
ATC
917
Argent Trust Co
Tennessee
$136K -$63.2K -5,210 -32%
LNB
918
Ledyard National Bank
$135K -$44.6K -3,681 -25%
BW
919
Bison Wealth
Georgia
$135K -$3.4K -280 -2%
PPSG
920
Princeton Portfolio Strategies Group
New Jersey
$135K – – –
AW
921
ACG Wealth
Georgia
$134K +$1.21K +100 +0.9%
RCM
922
RB Capital Management
Nevada
$134K +$134K +11,026 New
CFP
923
Cornerstone Financial Partners
North Carolina
$133K -$58.1K -4,787 -30%
JWA
924
JFS Wealth Advisors
Pennsylvania
$133K +$182 +15 +0.1%
RG
925
Rathbones Group
United Kingdom
$133K +$12.1K +1,000 +10%
35 36
37
38 39