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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1026
Walter & Keenan Wealth Management
Indiana
$1.51M – – –
TCM
1027
Tradition Capital Management
New Jersey
$1.49M -$112K -850 -7%
ANTB
1028
AMG National Trust Bank
Colorado
$1.49M +$169K +1,280 +12%
ST
1029
Smithfield Trust
Pennsylvania
$1.47M -$40.6K -307 -3%
SCM
1030
Schnieders Capital Management
California
$1.47M +$11.2K +85 +0.7%
CNBT
1031
Canandaigua National Bank & Trust
New York
$1.47M -$62.8K -475 -4%
WAS
1032
Winch Advisory Services
Wisconsin
$1.46M -$397 -3 -0%
WWM
1033
Willingdon Wealth Management
North Carolina
$1.45M +$13.8K +104 +0.9%
PFPT
1034
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.44M +$30.1K +228 +2%
BIM
1035
Beach Investment Management
Pennsylvania
$1.43M – – –
MC
1036
Menta Capital
California
$1.43M +$270K +2,044 +22%
BIG
1037
Bellwether Investment Group
Tennessee
$1.43M +$1.48M +11,157 New
AWM
1038
Avior Wealth Management
Nebraska
$1.42M -$21.7K -164 -1%
PWP
1039
Private Wealth Partners
California
$1.42M +$75.4K +570 +5%
TTWM
1040
TCV Trust & Wealth Management
Virginia
$1.42M +$748K +5,660 +105%
PCM
1041
Princeton Capital Management
New Jersey
$1.41M -$64.5K -488 -4%
NGA
1042
Naples Global Advisors
Florida
$1.41M -$23.1K -175 -2%
VFS
1043
VSR Financial Services
Kansas
$1.4M -$73.3K -554 -5%
HAM
1044
Highstreet Asset Management
Ontario, Canada
$1.4M -$1.55M -11,758 -52%
WA
1045
WFG Advisors
Texas
$1.4M +$196K +1,483 +16%
WP
1046
WMS Partners
Maryland
$1.39M -$9.92K -75 -0.7%
VSWA
1047
Vontobel Swiss Wealth Advisors
Switzerland
$1.38M +$422K +3,191 +36%
SAMNY
1048
Samsung Asset Management (New York)
New York
$1.37M -$1.06M -8,030 -43%
CIM
1049
CIM Investment Management
Pennsylvania
$1.37M -$58.2K -440 -4%
IB
1050
Intrust Bank
Kansas
$1.37M +$225K +1,702 +19%
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