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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1076
UMB Bank
Missouri
$206K +$5.2K +420 +3%
MCCA
1077
Mill Creek Capital Advisors
Pennsylvania
$205K +$8.6K +695 +4%
SCI
1078
Silver Coast Investments
United States
$205K – – –
CPA
1079
Court Place Advisors
Maryland
$204K +$24.7K +2,000 +14%
LA
1080
Legacy Advisors
Pennsylvania
$203K -$356K -28,760 -64%
RCM
1081
Raleigh Capital Management
North Carolina
$203K -$17.8K -1,435 -8%
SFC
1082
Strategic Financial Concepts
Texas
$202K +$1.02M +82,521 +348%
TFS
1083
Thoroughbred Financial Services
Tennessee
$202K +$14.7K +1,192 +8%
FMC
1084
First Merchants Corp
Indiana
$202K +$199K +16,100 New
EIP
1085
Epoch Investment Partners
New York
$202K +$4.08K +330 +2%
HWM
1086
Hohimer Wealth Management
Washington
$201K -$72.2K -5,838 -27%
RFP
1087
Root Financial Partners
California
$201K +$26.6K +2,149 +15%
MIS
1088
Morningstar Investment Services
Illinois
$200K +$4.42K +357 +2%
WG
1089
Welch Group
Alabama
$199K -$23.2K -1,872 -11%
RAM
1090
Ramirez Asset Management
New York
$199K – – –
T
1091
TNF
Montana
$199K +$223 +18 +0.1%
RL
1092
Rogco LP
Oklahoma
$198K – – –
CT
1093
Clearstead Trust
Maine
$198K -$2.31K -187 -1%
BW
1094
Bison Wealth
Georgia
$198K – – –
CFP
1095
Catalyst Financial Partners
Massachusetts
$196K +$24.7K +2,000 +15%
PFPT
1096
Pinnacle Financial Partners (Tennessee)
Tennessee
$195K – – –
CPSAC
1097
Chas P. Smith & Associates (CPS)
Florida
$195K -$1.5K -121 -0.8%
GCIM
1098
Gunn & Company Investment Management
Florida
$195K +$192K +15,518 New
GWM
1099
Graybill Wealth Management
Illinois
$194K – – –
CSIC
1100
Clifford Swan Investment Counsel
California
$194K -$22.3K -1,800 -10%
42 43
44
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