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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1426
TD Private Client Wealth
New York
$221K +$14.9K +62 +8%
EAM
1427
Evanson Asset Management
California
$220K – – –
PA
1428
PFG Advisors
Arizona
$220K +$204K +851 New
NB
1429
Northwest Bancshares
Pennsylvania
$219K +$203K +846 New
SP
1430
Successful Portfolios
Florida
$219K +$203K +847 New
CT
1431
Caldwell Trust
Florida
$219K +$31.7K +132 +19%
WPC
1432
Wedmont Private Capital
Pennsylvania
$218K +$203K +845 New
VV
1433
Verity & Verity
South Carolina
$217K – – –
PAS
1434
Park Avenue Securities
New York
$217K +$201K +839 New
TC
1435
Tacita Capital
Ontario, Canada
$216K – – –
BFPW
1436
BOK Financial Private Wealth
Colorado
$214K +$198K +827 New
IIL
1437
Insight Inv LLC
California
$213K +$197K +822 New
WA
1438
Wealth Architects
California
$213K +$197K +822 New
BFA
1439
Bill Few Associates
Pennsylvania
$213K +$198K +823 New
TWM
1440
Tradition Wealth Management
Minnesota
$212K +$960 +4 +0.5%
HAS
1441
HBW Advisory Services
California
$212K +$197K +819 New
ST
1442
Somerset Trust
Pennsylvania
$211K +$196K +815 New
CSIC
1443
Clifford Swan Investment Counsel
California
$211K +$196K +817 New
TCWM
1444
Total Clarity Wealth Management
Illinois
$210K +$186K +776 +2,217%
CCC
1445
Crescent Capital Consulting
Louisiana
$209K – – –
SWM
1446
Selective Wealth Management
Virginia
$209K – – –
EFSCE
1447
Enterprise Financial Services Corp (EFSC)
Missouri
$209K +$177K +737 +1,010%
CIP
1448
Convergence Investment Partners
Florida
$208K +$193K +803 New
AI
1449
Accredited Investors
Minnesota
$208K +$193K +806 New
RBC
1450
Roble Belko & Company
Pennsylvania
$207K – – –
56 57
58
59 60