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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2326
Truepoint Inc
Ohio
$655K +$103K +350 +17%
ZIG
2327
Zuckerman Investment Group
Illinois
$654K +$285K +966 +68%
NAS
2328
Nicolet Advisory Services
Wisconsin
$653K +$19.5K +66 +3%
PVH
2329
Psagot Value Holdings
Israel
$653K +$517K +1,750 +278%
EBA
2330
Eagle Bay Advisors
New York
$650K +$51.7K +175 +8%
CHA
2331
Carmichael Hill & Associates
Maryland
$649K -$140K -474 -17%
IRAG
2332
Investment Research & Advisory Group
Georgia
$649K – – –
SMA
2333
Sage Mountain Advisors
Georgia
$648K -$76.2K -258 -10%
TFM
2334
TFC Financial Management
Massachusetts
$648K -$17.1K -58 -2%
PWA
2335
Peterson Wealth Advisors
Utah
$646K – – –
LAS
2336
Lloyd Advisory Services
Georgia
$646K +$275K +933 +66%
LS
2337
Leelyn Smith
Illinois
$646K +$348K +1,178 +100%
PFT
2338
Providence First Trust
Arizona
$645K -$14.8K -50 -2%
AC
2339
AlphaCore Capital
California
$645K -$1.48K -5 -0.2%
FAT
2340
First American Trust
California
$645K +$216K +730 +45%
CIA
2341
Cladis Investment Advisory
Montana
$644K -$5.91K -20 -0.8%
OIM
2342
Oder Investment Management
California
$644K +$11.8K +40 +2%
HAIM
2343
Hunter Associates Investment Management
Pennsylvania
$644K +$693K +2,348 New
SFG
2344
Sunburst Financial Group
Alabama
$643K – – –
GFP
2345
Gryphon Financial Partners
Ohio
$643K +$74.7K +253 +12%
TC
2346
Trust Company
Kansas
$642K -$295 -1 -0%
COCM
2347
Charter Oak Capital Management
New Hampshire
$641K -$32.8K -111 -5%
HHGA
2348
Halbert Hargrove Global Advisors
California
$641K -$2.07K -7 -0.3%
OA
2349
Oxbow Advisors
Texas
$640K – – –
MTIC
2350
Missouri Trust & Investment Company
Missouri
$637K -$1.48K -5 -0.2%
92 93
94
95 96