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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
701
Huntington National Bank
Ohio
$52K -$6.81K -280 -12%
CHC
702
City Holding Co
West Virginia
$50K – – –
DOA
703
D'Orazio & Associates
Virginia
$49K – – –
CI
704
CX Institutional
Indiana
$49K +$37.5K +1,542 +377%
PP
705
PrairieView Partners
Minnesota
$48K – – –
MWC
706
MBM Wealth Consultants
Missouri
$47K -$355K -14,573 -89%
MA
707
MUFG Americas
New York
$46K – – –
TFGT
708
TS Financial Group (TSFG)
Illinois
$45K – – –
LFG
709
Larson Financial Group
Missouri
$42K +$35.8K +1,472 +715%
PA
710
Procyon Advisors
Connecticut
$41K – – –
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$41K +$9.12K +375 +30%
AWM
712
AllSquare Wealth Management
New York
$38K – – –
HR
713
Howe & Rusling
New York
$35K -$49 -2 -0.1%
SCM
714
Silvant Capital Management
Georgia
$34K – – –
CFG
715
Citizens Financial Group
Rhode Island
$33K +$27.7K +1,137 +758%
JIR
716
James Investment Research
Ohio
$31K -$154K -6,320 -84%
SWM
717
Sugarloaf Wealth Management
Georgia
$31K – – –
HWA
718
HHM Wealth Advisors
Tennessee
$30K – – –
NIMC
719
NWQ Investment Management Company
California
$29.5K -$3.79M -155,612 -12%
AWM
720
Apollon Wealth Management
South Carolina
$29K +$27.5K +1,129 New
SSB
721
Sandy Spring Bank
Maryland
$27K -$146K -6,000 -85%
CFFP
722
Center for Financial Planning
Michigan
$27K – – –
BBHC
723
Brown Brothers Harriman & Co
New York
$26K -$28.8K -1,182 -53%
ECM
724
Estabrook Capital Management
New York
$25.6K -$2.53K -104 -9%
BCWM
725
Bartlett & Co Wealth Management
Ohio
$25.3K – – –
27 28
29
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