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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1701
Sand Hill Global Advisors
California
$467K +$447K +2,394 New
BBA
1702
BLB&B Advisors
Pennsylvania
$466K – – –
LC
1703
LCNB Corp
Ohio
$465K +$186K +998 +72%
VR
1704
Viridian RIA
Washington
$465K +$47.6K +255 +12%
PCP
1705
Proficio Capital Partners
Massachusetts
$463K +$1.68K +9 +0.4%
TFS
1706
TrustCore Financial Services
Tennessee
$459K +$25.6K +137 +6%
MPIA
1707
Mountain Pacific Investment Advisers
Idaho
$458K – – –
PFBT
1708
Parkside Financial Bank & Trust
Missouri
$451K -$15.1K -81 -3%
SG
1709
StoneX Group
New York
$451K +$8.97K +48 +2%
TCM
1710
Telos Capital Management
California
$450K – – –
VC
1711
Vicus Capital
Pennsylvania
$450K +$43.5K +233 +11%
BCFS
1712
Butensky & Cohen Financial Security
Florida
$450K +$431K +2,307 New
MCMT
1713
Moon Capital Management (Tennessee)
Tennessee
$450K – – –
BLAM
1714
Bourne Lent Asset Management
New York
$449K – – –
BCM
1715
Birmingham Capital Management
Alabama
$448K – – –
FAT
1716
First American Trust
California
$448K +$106K +569 +33%
AIA
1717
Arbor Investment Advisors
North Carolina
$447K – – –
SIA
1718
Starfire Investment Advisers
Michigan
$442K -$336K -1,800 -44%
SAS
1719
Stelac Advisory Services
New York
$441K +$187 +1 +0%
NIM
1720
NuWave Investment Management
New Jersey
$439K +$204K +1,094 +95%
WPW
1721
Waldron Private Wealth
Pennsylvania
$438K -$177K -945 -30%
PFG
1722
Piershale Financial Group
Illinois
$438K +$41.1K +220 +11%
RWMH
1723
Riverpoint Wealth Management Holdings
Illinois
$437K -$4.86K -26 -1%
CANC
1724
Culbertson A N & Co
Virginia
$436K +$9.34K +50 +2%
KTC
1725
Kistler-Tiffany Companies
Pennsylvania
$435K +$28.4K +152 +7%
67 68
69
70 71