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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
951
Evoke Wealth
California
$71.4K +$2.07K +230 +3%
GEA
952
Glen Eagle Advisors
New Jersey
$71.2K +$12.1K +1,341 +21%
FNBOSM
953
First National Bank of South Miami
Florida
$71K -$34.7K -3,857 -34%
WT
954
Whittier Trust
California
$71K – – –
FIB
955
First Interstate Bank
Montana
$71K +$44.6K +4,963 +188%
HCM
956
Highlander Capital Management
New Jersey
$70K – – –
WEC
957
Winslow Evans & Crocker
Massachusetts
$68K -$13.1K -1,460 -17%
BFC
958
Bedel Financial Consulting
Indiana
$68K -$8.86K -986 -12%
POIA
959
Pin Oak Investment Advisors
Texas
$67K -$5.55K -617 -8%
IAS
960
IMA Advisory Services
Colorado
$67K – – –
EWM
961
EPG Wealth Management
Georgia
$67K +$65.2K +7,254 New
SIC
962
Salem Investment Counselors
North Carolina
$66K – – –
AA
963
Ancora Advisors
Ohio
$66K +$64K +7,122 New
MA
964
MUFG Americas
New York
$65K +$58K +6,450 +1,173%
FMII
965
Farmers & Merchants Investments Inc
Nebraska
$64K +$1.79K +199 +3%
EP
966
Eudaimonia Partners
Tennessee
$64K +$61.7K +6,860 New
RE
967
RBC Europe
United Kingdom
$63.9K – – –
FP
968
Financial Perspectives
Minnesota
$63.6K +$61.4K +6,835 New
RWB
969
RMR Wealth Builders
New Jersey
$63K +$61.1K +6,800 New
CFD
970
Creative Financial Designs
Indiana
$62K -$26.3K -2,925 -31%
HB
971
Horizon Bancorp
Indiana
$62K +$59.6K +6,630 New
APWM
972
Atlas Private Wealth Management
New York
$61K +$59.4K +6,611 New
BCI
973
Brinker Capital Investments
Pennsylvania
$60K – – –
EIP
974
Ellis Investment Partners
Pennsylvania
$60K +$719 +80 +1%
CT
975
Caldwell Trust
Florida
$56.5K +$54.6K +6,073 New
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39
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