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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
826
Lee Financial
Texas
$1.35M -$406K -1,112 -24%
CFA
827
CWS Financial Advisors
Michigan
$1.35M -$28.9K -79 -2%
FFM
828
Forum Financial Management
Illinois
$1.35M +$10.2K +28 +0.8%
CCA
829
Checchi Capital Advisers
California
$1.35M -$15.3K -42 -1%
ONB
830
Old National Bancorp
Indiana
$1.35M +$100K +274 +8%
MGWM
831
Marks Group Wealth Management
Minnesota
$1.34M -$128K -351 -9%
CW
832
Channel Wealth
California
$1.32M +$271K +742 +27%
SIM
833
Sentry Investment Management
Wisconsin
$1.32M – – –
BZWA
834
Blue Zone Wealth Advisors
California
$1.32M -$730 -2 -0.1%
MP
835
McDonald Partners
Ohio
$1.31M -$19.4K -53 -2%
CI
836
Conning Inc
Connecticut
$1.31M -$371K -1,015 -23%
SAM
837
Sandbar Asset Management
United Kingdom
$1.31M +$1.25M +3,430 New
WS
838
Wedbush Securities
California
$1.3M -$61.7K -169 -5%
TSS
839
Thomas Story & Son
Indiana
$1.29M -$46.7K -128 -4%
CCB
840
Country Club Bank
Missouri
$1.28M +$9.49K +26 +0.8%
PTC
841
Private Trust Company
Ohio
$1.28M +$1.23M +3,357 New
UAML
842
US Asset Management LLC
Pennsylvania
$1.28M -$1.1K -3 -0.1%
JF
843
Jump Financial
Illinois
$1.27M +$1.22M +3,328 New
PWPS
844
Pinnacle Wealth Planning Services
Ohio
$1.26M -$26.7K -73 -2%
CCA
845
Cobblestone Capital Advisors
New York
$1.26M – – –
GAM
846
Griffin Asset Management
New York
$1.25M -$18.3K -50 -2%
PAM
847
Palisade Asset Management
Minnesota
$1.24M – – –
LNC
848
Lincoln National Corp
Pennsylvania
$1.24M +$75.6K +207 +7%
AG
849
Ascent Group
Virginia
$1.24M +$144K +395 +14%
ST
850
Spinnaker Trust
Maine
$1.24M -$114K -312 -9%
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