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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1476
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$530K – – –
VFA
1477
Valeo Financial Advisors
Indiana
$527K +$494K +3,223 New
AA
1478
Apriem Advisors
California
$526K – – –
PHS
1479
Pekin Hardy Strauss
Illinois
$524K +$6.13K +40 +1%
CPIG
1480
Chicago Partners Investment Group
Illinois
$523K -$393K -2,560 -44%
HWP
1481
Hefty Wealth Partners
Indiana
$522K +$481K +3,136 +5,702%
CA
1482
Cornerstone Advisory
Maryland
$518K +$263K +1,713 +118%
BCM
1483
Baltimore Capital Management
Maryland
$516K -$170K -1,110 -26%
JGC
1484
J. Goldman & Co
New York
$515K -$544K -3,550 -53%
KLI
1485
Kelman-Lazarov Inc
Tennessee
$515K -$10.7K -70 -2%
PAM
1486
PVG Asset Management
Colorado
$512K – – –
SWA
1487
SFMG Wealth Advisors
Texas
$510K +$11.8K +77 +3%
BB
1488
Bell Bank
North Dakota
$509K -$25K -163 -5%
PG
1489
Patten Group
Tennessee
$506K +$50K +326 +12%
AZA
1490
Arthur Zaske & Associates
Michigan
$505K – – –
MAS
1491
Managed Account Services
Florida
$500K – – –
PCM
1492
Prelude Capital Management
New York
$496K -$1.62M -10,585 -78%
EFSCE
1493
Enterprise Financial Services Corp (EFSC)
Missouri
$496K -$3.68K -24 -0.8%
CC
1494
Cognios Capital
Kansas
$496K +$144K +936 +45%
TCB
1495
Texas Capital Bancshares
Texas
$491K +$307 +2 +0.1%
LAIC
1496
Lederer & Associates Investment Counsel
California
$490K +$11.5K +75 +3%
HL
1497
HeadInvest LLC
Maine
$488K +$9.66K +63 +2%
AWMG
1498
Alliance Wealth Management Group
New Jersey
$486K +$228K +1,486 +100%
HJA
1499
Hugh Johnson Advisors
New York
$486K +$456K +2,974 New
RGC
1500
Roberts, Glore & Co
Illinois
$482K +$19.2K +125 +4%
58 59
60
61 62