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Name Holding Trade Value Shares
Change 		Change in
Stake
YP
1051
Yellowstone Partners
Idaho
$859K -$203K -1,366 -19%
FCI
1052
Financial Counselors Inc
Kansas
$859K -$63.6K -428 -7%
SWP
1053
Strategic Wealth Partners
Ohio
$856K +$852K +5,732 New
GLA
1054
Great Lakes Advisors
Illinois
$854K +$212K +1,427 +34%
GSBTD
1055
Glenview State Bank Trust Department
Illinois
$848K – – –
BSW
1056
Buckingham Strategic Wealth
Missouri
$833K +$291K +1,954 +55%
SFG
1057
Summit Financial Group
West Virginia
$826K – – –
SF
1058
Synovus Financial
Georgia
$824K – – –
ARMT
1059
Amica Retiree Medical Trust
Rhode Island
$815K – – –
BAM
1060
Berkshire Asset Management
Pennsylvania
$812K – – –
IB
1061
Intrust Bank
Kansas
$808K +$25.1K +169 +3%
PA
1062
Parallel Advisors
California
$806K – – –
B
1063
Brightworth
Georgia
$804K +$67.2K +452 +9%
IA
1064
IFG Advisory
Georgia
$804K +$790K +5,313 New
GLA
1065
Good Life Advisors
Pennsylvania
$787K +$33.9K +228 +5%
TIA
1066
Trust Investment Advisors
Indiana
$786K – – –
MSS
1067
Mitchell Sinkler & Starr
Pennsylvania
$785K +$5.2K +35 +0.7%
S
1068
SimplyRich
California
$781K +$768K +5,162 New
CA
1069
Clearstead Advisors
Ohio
$779K +$743 +5 +0.1%
FRM
1070
Fox Run Management
Connecticut
$777K -$39.6K -266 -5%
PCM
1071
Princeton Capital Management
New Jersey
$773K +$759K +5,107 New
DA
1072
DSC Advisors
Illinois
$768K -$73.9K -497 -9%
QSS
1073
Quantitative Systematic Strategies
Florida
$766K -$665K -4,470 -47%
WJA
1074
Williams Jones & Associates
New York
$763K – – –
BAC
1075
Boys Arnold & Co
North Carolina
$762K +$4.31K +29 +0.6%
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