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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
901
Private Capital Group
Connecticut
$85K -$33.1K -3,713 -25%
PWLP
902
Prio Wealth Limited Partnership
Massachusetts
$85K – – –
SFG
903
SNS Financial Group
Minnesota
$85K – – –
GLI
904
Guardian Life Insurance
New York
$85K +$455 +51 +0.5%
ATC
905
Adirondack Trust Company
New York
$85K +$13.7K +1,540 +16%
FHA
906
First Horizon Advisors
Tennessee
$84K -$62K -6,958 -39%
PA
907
Parallel Advisors
California
$84K -$36.4K -4,080 -27%
SRC
908
Shufro Rose & Co
New York
$84K -$1.78K -200 -2%
FCA
909
FLC Capital Advisors
California
$83K +$96.4K +10,818 New
FSC
910
Full Sail Capital
Oklahoma
$83K +$96.5K +10,832 New
CHC
911
City Holding Co
West Virginia
$82K -$147K -16,500 -61%
BTNA
912
Bremer Trust National Association
Minnesota
$82K -$85.8K -9,631 -47%
GBBWRPM
913
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$82K -$7.9K -886 -8%
MIC
914
Meridian Investment Counsel
California
$81K -$4.46K -500 -5%
KA
915
Kaizen Advisory
Illinois
$81K +$7.25K +814 +8%
BP
916
Ballentine Partners
Massachusetts
$81K +$94.4K +10,588 New
RWM
917
Ritholtz Wealth Management
New York
$81K +$94.4K +10,593 New
GFPC
918
Global Financial Private Capital
Florida
$79K -$3.24M -363,776 -97%
CL
919
CSS LLC
Illinois
$79K – – –
PGA
920
Portland Global Advisors
Maine
$79K – – –
VWM
921
Valley Wealth Managers
New Jersey
$79K +$91.7K +10,292 New
WSFS
922
Wilmington Savings Fund Society
Delaware
$78K -$22.3K -2,500 -20%
PPSG
923
Princeton Portfolio Strategies Group
New Jersey
$78K – – –
ACM
924
Allred Capital Management
Texas
$78K +$90.9K +10,200 New
MCM
925
Manchester Capital Management
Vermont
$77K – – –
35 36
37
38 39