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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1751
CNB Bank
Pennsylvania
$1.54M +$20.4K +74 +1%
FA
1752
Faithward Advisors
Pennsylvania
$1.54M +$1.39M +5,036 New
BCP
1753
Berkeley Capital Partners
Georgia
$1.53M +$11K +40 +0.8%
KFI
1754
Key Financial Inc
Pennsylvania
$1.53M -$8.54K -31 -0.6%
TPWA
1755
TRUE Private Wealth Advisors
Oregon
$1.53M -$7.17K -26 -0.5%
CPR
1756
CSU Producer Resources
Ohio
$1.53M – – –
HA
1757
Harbor Advisors
Florida
$1.53M – – –
WIC
1758
Woodmont Investment Counsel
Tennessee
$1.52M +$91K +330 +7%
WFC
1759
Western Financial Corp
California
$1.52M +$155K +564 +13%
CA
1760
Callahan Advisors
Texas
$1.52M +$14.6K +53 +1%
FBFS
1761
First Business Financial Services
Wisconsin
$1.52M +$113K +409 +9%
ACA
1762
Anchor Capital Advisors
Massachusetts
$1.52M -$8.27K -30 -0.6%
AIP
1763
Almanack Investment Partners
Pennsylvania
$1.52M +$61.2K +222 +5%
VCA
1764
Verdence Capital Advisors
Maryland
$1.52M -$35.3K -128 -3%
MCAI
1765
Members Capital Advisors Inc
Wisconsin
$1.51M +$1.36M +4,942 New
EHWM
1766
Eads & Heald Wealth Management
Georgia
$1.5M -$12.7K -46 -0.9%
CAM
1767
Covenant Asset Management
New Jersey
$1.5M +$16.3K +59 +1%
PK
1768
Pflug Koory
Nebraska
$1.5M +$14.3K +52 +1%
QI
1769
Qtron Investments
Massachusetts
$1.5M – – –
MBT
1770
Montecito Bank & Trust
California
$1.5M +$75.8K +275 +6%
MP
1771
McDonald Partners
Ohio
$1.5M +$173K +628 +15%
RFG
1772
Range Financial Group
Oregon
$1.5M +$1.35M +4,898 New
AR
1773
Advisory Research
Illinois
$1.49M +$253K +917 +23%
PWMG
1774
Prestige Wealth Management Group
New Jersey
$1.49M -$125K -454 -9%
FCA
1775
FinTrust Capital Advisors
South Carolina
$1.49M +$189K +687 +16%
69 70
71
72 73