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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
1451
United Bank (Georgia)
Georgia
$678K +$120K +437 +21%
WAG
1452
Winthrop Advisory Group
Massachusetts
$673K – – –
FPCG
1453
Fort Pitt Capital Group
Pennsylvania
$669K +$27.6K +100 +4%
NDSI
1454
Newman Dignan & Sheerar Inc
Rhode Island
$669K +$48.2K +175 +8%
LWAC
1455
Laurel Wealth Advisors (California)
California
$669K +$137K +496 +25%
VWA
1456
V Wealth Advisors
Kansas
$665K +$63.9K +232 +10%
MSAM
1457
Moloney Securities Asset Management
Missouri
$654K -$137K -498 -17%
EAM
1458
Evanson Asset Management
California
$652K +$58.1K +211 +10%
PTC
1459
Provident Trust Company
Wisconsin
$652K +$661K +2,400 New
FFWA
1460
FRG Family Wealth Advisors
Washington
$649K – – –
PWAP
1461
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$647K -$1.98M -7,184 -75%
NAM
1462
NorthCoast Asset Management
Connecticut
$646K -$25.6K -93 -4%
BIA
1463
Bigelow Investment Advisors
Maine
$644K +$6.34K +23 +1%
SAM
1464
Sompo Asset Management
Japan
$644K +$251K +910 +62%
KPW
1465
Kore Private Wealth
New York
$643K -$26.2K -95 -4%
BPM
1466
Bowling Portfolio Management
Ohio
$637K +$646K +2,344 New
FMTC
1467
Farmers & Merchants Trust Company
California
$632K +$1.65K +6 +0.3%
FCH
1468
Freestone Capital Holdings
Washington
$631K +$640K +2,324 New
SGI
1469
Summit Global Investments
Utah
$628K -$753K -2,734 -54%
RWP
1470
RWA Wealth Partners
Massachusetts
$626K +$124K +450 +24%
AIS
1471
American Investment Services
Massachusetts
$624K +$827 +3 +0.1%
FFN
1472
Focus Financial Network
Minnesota
$623K +$11K +40 +2%
RMDI
1473
R.M. Davis Inc
Maine
$620K -$95.3K -346 -13%
BB
1474
Bell Bank
North Dakota
$619K +$14.6K +53 +2%
HFM
1475
Hartford Financial Management
Connecticut
$617K – – –
57 58
59
60 61