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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
776
Physicians Financial Services
North Carolina
$71K -$6.07K -200 -7%
APSP
777
Asset Planning Services (Pennsylvania)
Pennsylvania
$65K +$60.7K +2,000 +658%
FANJ
778
Financial Architects (New Jersey)
New Jersey
$62K +$37.5K +1,234 +127%
IWMPD
779
Integrated Wealth Management (Palm Desert)
California
$60K +$21.1K +695 +49%
MUS
780
Mitsubishi UFJ Securities
Japan
$55K -$8.5K -280 -13%
SAM
781
Sunnymeath Asset Management
New Jersey
$55K – – –
QT
782
Quantbot Technologies
New York
$54K -$1.06M -35,025 -95%
CFG
783
Citizens Financial Group
Rhode Island
$53K +$49.3K +1,625 +650%
QCG
784
Quadrant Capital Group
Ohio
$52K +$17.1K +563 +37%
AF
785
Arrow Financial
New York
$50K – – –
CFS
786
Commonwealth Financial Services
West Virginia
$50K – – –
JIR
787
James Investment Research
Ohio
$48K – – –
CA
788
CapWealth Advisors
Tennessee
$48K +$15.2K +500 +42%
UFG
789
United Fire Group
Iowa
$47K +$18.9K +621 +61%
FNBSF
790
First National Bank Sioux Falls
South Dakota
$45K – – –
EDRE
791
Edmond de Rothschild (Europe)
Luxembourg
$42K – – –
KLI
792
Kelman-Lazarov Inc
Tennessee
$41.5K +$30.4K +1,000 +229%
MSFP
793
Mark Sheptoff Financial Planning
Connecticut
$39K +$6.95K +229 +20%
CHC
794
City Holding Co
West Virginia
$38K +$37.5K +1,235 +988%
ST
795
Smithfield Trust
Pennsylvania
$36K – – –
TAM
796
Trust Asset Management
Texas
$34K – – –
KT
797
Kanaly Trust
Texas
$32K -$182 -6 -0.5%
RWA
798
Ropes Wealth Advisors
Massachusetts
$31K +$33.4K +1,101 New
MCA
799
Mercer Capital Advisers
New Jersey
$30K +$395 +13 +1%
LWM
800
LBA Wealth Management
Florida
$30K +$3.79K +125 +14%
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