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Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1451
Dumont & Blake Investment Advisors
New Jersey
$620K -$70.2K -2,529 -10%
LSAG
1452
Lake Street Advisors Group
New Hampshire
$620K +$181K +6,505 +38%
RP
1453
Rice Partnership
Hawaii
$617K -$26.8K -965 -4%
CST
1454
Charles Schwab Trust
Nevada
$616K -$7.19K -259 -1%
CFO
1455
CVA Family Office
Colorado
$614K -$67.7K -2,439 -10%
IAMOG
1456
Investors Asset Management of Georgia
Georgia
$613K -$2.64K -95 -0.4%
WG
1457
Winton Group
United Kingdom
$613K -$1.16M -41,767 -64%
SA
1458
Strategic Advisors
New York
$612K -$93.2K -3,355 -13%
BMC
1459
Beaton Management Company
Massachusetts
$611K -$33.3K -1,200 -5%
OCMI
1460
Oaktop Capital Management II
New Jersey
$608K – – –
CWG
1461
Cornerstone Wealth Group
North Carolina
$608K -$26.9K -970 -4%
HIP
1462
Harrell Investment Partners
Texas
$606K -$20.9K -752 -3%
LRPA
1463
L. Roy Papp & Associates
Arizona
$605K -$35.4K -1,275 -5%
CNBTD
1464
Citizens National Bank Trust Department
Mississippi
$604K -$3.89K -140 -0.6%
FWTB
1465
First Western Trust Bank
Colorado
$602K +$20.5K +737 +3%
HCP
1466
Hexagon Capital Partners
Arkansas
$602K +$57.1K +2,057 +10%
LPT
1467
Legacy Private Trust
Wisconsin
$602K -$122K -4,375 -16%
RVPG
1468
Relative Value Partners Group
$602K +$49.7K +1,790 +9%
BOTW
1469
Bank of the West
California
$600K -$31.9K -1,148 -5%
LC
1470
Lindbrook Capital
California
$598K +$102K +3,678 +19%
TB
1471
Terril Brothers
Missouri
$595K – – –
CCA
1472
Cobblestone Capital Advisors
New York
$594K -$51.5K -1,855 -8%
STA
1473
Summit Trail Advisors
New York
$594K +$26.7K +963 +4%
GLA
1474
Good Life Advisors
Pennsylvania
$593K +$8.25K +297 +1%
SAG
1475
SageView Advisory Group
California
$592K +$622K +22,405 New
57 58
59
60 61