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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Covington Capital Management
California
$241K +$16.3K +81 +8%
OWP
852
Obermeyer Wealth Partners
Colorado
$237K – – –
RI
853
Rudd International
Florida
$237K – – –
FP
854
Financial Perspectives
Minnesota
$237K +$224K +1,113 New
CA
855
Claro Advisors
Massachusetts
$236K +$4.43K +22 +2%
PCAP
856
Pratt Collard Advisory Partners
New York
$235K – – –
I
857
IberiaBank
Louisiana
$233K -$23K -114 -9%
PHS
858
Pekin Hardy Strauss
Illinois
$231K – – –
KP
859
Keel Point
Alabama
$231K +$219K +1,086 New
FAM
860
Formidable Asset Management
Ohio
$230K -$282K -1,400 -56%
MAM
861
Meeder Asset Management
Ohio
$230K +$68.1K +338 +45%
TC
862
TownSquare Capital
Utah
$229K +$8.26K +41 +4%
FMWA
863
Forvis Mazars Wealth Advisors
Missouri
$229K +$217K +1,077 New
DA
864
DSC Advisors
Illinois
$227K +$215K +1,067 New
MCM
865
McKinley Capital Management
Alaska
$226K -$44.3K -220 -17%
GFPC
866
Global Financial Private Capital
Florida
$226K +$10.3K +51 +5%
NB
867
Northwest Bancshares
Pennsylvania
$224K – – –
SIC
868
Samalin Investment Counsel
New York
$224K +$212K +1,054 New
NCP
869
NexWave Capital Partners
New York
$223K +$211K +1,047 New
PCG
870
Private Capital Group
Connecticut
$217K -$27.2K -135 -12%
PTB
871
Pioneer Trust Bank
Oregon
$216K +$205K +1,016 New
AWM
872
Aries Wealth Management
Maine
$215K -$51.6K -256 -20%
SCA
873
STALEY CAPITAL ADVISERS
Pennsylvania
$215K +$204K +1,011 New
ACP
874
Aviance Capital Partners
Florida
$213K +$202K +1,000 New
NJBEST
875
New Jersey Better Educational Savings Trust
New Jersey
$213K +$202K +1,000 New
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