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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
926
Cedar Brook Financial Partners
Ohio
$215K -$46.6K -1,347 -19%
PTC
927
Private Trust Company
Ohio
$215K -$10.5K -303 -5%
JGUA
928
John G. Ullman & Associates
New York
$214K -$17.3K -500 -8%
DWT
929
Dorsey & Whitney Trust
South Dakota
$214K +$192K +5,549 New
CFP
930
Catalyst Financial Partners
Massachusetts
$214K +$192K +5,548 New
CT
931
Coastline Trust
Rhode Island
$214K +$192K +5,538 New
MIM
932
Marco Investment Management
Georgia
$213K – – –
HSA
933
HBK Sorce Advisory
Pennsylvania
$211K -$116K -3,368 -38%
HWMG
934
Hurlow Wealth Management Group
Indiana
$210K +$188K +5,442 New
BMC
935
Beaton Management Company
Massachusetts
$209K +$187K +5,413 New
LF
936
Lantz Financial
Illinois
$209K +$187K +5,415 New
CB
937
Cadence Bank
Mississippi
$208K -$21K -607 -10%
PP
938
PDS Planning
Ohio
$208K +$187K +5,402 New
PNC
939
Park National Corp
Ohio
$208K -$31.2K -902 -14%
CWM
940
Cornerstone Wealth Management
Missouri
$207K +$186K +5,368 New
WPW
941
Waldron Private Wealth
Pennsylvania
$206K -$40.3K -1,164 -18%
SFB
942
STAR Financial Bank
Indiana
$206K +$184K +5,331 New
MWM
943
Mission Wealth Management
California
$206K +$184K +5,330 New
OFG
944
Oxford Financial Group
Indiana
$205K +$184K +5,310 New
CIP
945
Convergence Investment Partners
Florida
$204K -$15.2K -439 -8%
LDB
946
Lee, Danner & Bass
Tennessee
$204K +$183K +5,302 New
OR
947
Olympiad Research
Connecticut
$204K +$183K +5,288 New
QCG
948
Quadrant Capital Group
Ohio
$203K -$106K -3,064 -37%
JIC
949
Johnson Investment Counsel
Ohio
$203K -$30K -868 -14%
AC
950
Allstate Corporation
Illinois
$200K +$180K +5,196 New
36 37
38
39 40