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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
976
Alan B. Lancz & Associates
Ohio
$645K – – –
DPIM
977
Duff & Phelps Investment Management
Illinois
$642K – – –
MGIA
978
Moneta Group Investment Advisors
Missouri
$641K +$149K +650 +34%
CB
979
Community Bank
New York
$640K -$10.3K -45 -2%
LWAM
980
Legacy Wealth Asset Management
Minnesota
$638K -$2.52K -11 -0.4%
CCG
981
Chatham Capital Group
Georgia
$637K – – –
PWMAG
982
Pinnacle Wealth Management Advisory Group
New Jersey
$634K -$247K -1,080 -30%
BMCM
983
Burns Matteson Capital Management
New York
$629K +$581K +2,539 New
EWM
984
Edge Wealth Management
New York
$629K -$18.5K -81 -3%
LC
985
Lavaca Capital
Texas
$627K -$95K -415 -14%
1IA
986
1620 Investment Advisors
Massachusetts
$626K +$4M +17,466 New
NFG
987
Nations Financial Group
Iowa
$626K -$40.5K -177 -7%
BMM
988
Buffington Mohr McNeal
Idaho
$622K +$4.58K +20 +0.8%
VIA
989
Vident Investment Advisory
Georgia
$619K -$952K -4,158 -62%
RFA
990
Register Financial Advisors
Georgia
$613K -$11.2K -49 -2%
NB
991
Nicolet Bankshares
Wisconsin
$609K +$137K +600 +24%
ECM
992
Estabrook Capital Management
New York
$609K -$1.14K -5 -0.2%
SOS
993
Silver Oak Securities
Tennessee
$609K +$84.7K +370 +18%
QCG
994
Quadrant Capital Group
Ohio
$609K +$5.04K +22 +0.9%
FCA
995
FLC Capital Advisors
California
$608K -$5.49K -24 -1%
BHIC
996
Bassett Hargrove Investment Counsel
Delaware
$607K +$20.6K +90 +3%
SG
997
StoneX Group
New York
$606K -$27.9K -122 -5%
HTC
998
Haverford Trust Company
Pennsylvania
$605K +$915 +4 +0.2%
CFG
999
Cooper Financial Group
California
$604K -$1.37K -6 -0.2%
TCA
1000
Transcend Capital Advisors
New Jersey
$603K +$19.5K +85 +4%
38 39
40
41 42