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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2251
MCF Advisors
Kentucky
$13.2M +$186K +436 +1%
TCBWMS
2252
Texas Capital Bank Wealth Management Services
Texas
$13.2M +$151K +355 +1%
PPWM
2253
Paragon Private Wealth Management
Kentucky
$13.2M +$505K +1,185 +4%
CBT
2254
Crews Bank & Trust
Florida
$13.2M +$13.3M +31,300 New
CA
2255
Cornerstone Advisory
Maryland
$13.2M -$292K -686 -2%
LAM
2256
L2 Asset Management
Massachusetts
$13.2M -$3.7M -8,686 -22%
PIA
2257
Perennial Investment Advisors
California
$13.2M +$638K +1,497 +5%
TCM
2258
Telos Capital Management
California
$13.1M -$270K -633 -2%
G
2259
GenTrust
Florida
$13.1M +$6.11M +14,354 +85%
CMS
2260
Capital Market Strategies
Florida
$13.1M +$98.4K +231 +0.7%
SOW
2261
State of Wyoming
Wyoming
$13.1M +$9.81M +23,033 +286%
AC
2262
Asio Capital
Kentucky
$13.1M -$216K -506 -2%
NAMP
2263
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.1M -$132K -310 -1%
SIM
2264
Sentry Investment Management
Wisconsin
$13.1M -$2.05M -4,806 -13%
FNBOMD
2265
First National Bank of Mount Dora
Florida
$13.1M -$25.1K -59 -0.2%
WCM
2266
Windward Capital Management
California
$13M -$205K -481 -2%
OL
2267
Optas LLC
Texas
$13M +$635K +1,490 +5%
PCS
2268
Personal CFO Solutions
New Jersey
$13M +$187K +439 +1%
SFGP
2269
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13M +$13.1M +30,868 New
MFG
2270
MidWestOne Financial Group
Iowa
$13M +$213K +501 +2%
NB
2271
Nicolet Bankshares
Wisconsin
$13M +$293K +689 +2%
FIC
2272
FCG Investment Company
Tennessee
$13M +$1.2M +2,817 +10%
NFG
2273
Nadler Financial Group
Illinois
$13M +$104K +245 +0.8%
AIM
2274
ARK Investment Management
Florida
$13M +$150K +352 +1%
CA
2275
CGN Advisors
Kansas
$13M +$1.81M +4,238 +16%
89 90
91
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