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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1601
LCNB Corp
Ohio
$776K -$14.1K -50 -2%
B
1602
Bailard
California
$772K +$213K +755 +41%
FFWA
1603
FRG Family Wealth Advisors
Washington
$763K -$28.2K -100 -4%
HFG
1604
Heron Financial Group
New York
$763K +$13.3K +47 +2%
WP
1605
WealthSource Partners
California
$762K +$163K +577 +29%
PWLP
1606
Prio Wealth Limited Partnership
Massachusetts
$760K -$77.5K -275 -10%
PWA
1607
Physician Wealth Advisors
Utah
$760K -$16.6K -59 -2%
FIB
1608
First Interstate Bank
Montana
$758K +$19.7K +70 +3%
PCAP
1609
Pratt Collard Advisory Partners
New York
$757K -$50.7K -180 -7%
PA
1610
PFG Advisors
Arizona
$757K +$181K +643 +34%
FLPIM
1611
F.L. Putnam Investment Management
Massachusetts
$756K -$671K -2,381 -48%
VC
1612
Veracity Capital
Georgia
$755K -$881K -3,126 -55%
RMDI
1613
R.M. Davis Inc
Maine
$754K -$37.8K -134 -5%
LWM
1614
Laidlaw Wealth Management
New York
$753K +$31.6K +112 +5%
MIM
1615
Moseley Investment Management
Florida
$751K +$271K +962 +61%
FFN
1616
Focus Financial Network
Minnesota
$749K +$99K +351 +16%
WAG
1617
Winthrop Advisory Group
Massachusetts
$744K +$32.1K +114 +5%
CRCM
1618
Corbett Road Capital Management
Virginia
$744K +$264K +938 +59%
KTC
1619
Kistler-Tiffany Companies
Pennsylvania
$743K +$88K +312 +14%
PJB
1620
Paul John Balson
California
$740K +$18.9K +67 +3%
GAG
1621
GM Advisory Group
New York
$740K +$217K +770 +44%
TAM
1622
Trust Asset Management
Texas
$740K +$706K +2,503 New
LFM
1623
Lumina Fund Management
New York
$739K – – –
OAMG
1624
Odey Asset Management Group
United Kingdom
$739K +$705K +2,500 New
PCP
1625
Proficio Capital Partners
Massachusetts
$738K +$103K +364 +17%
63 64
65
66 67