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Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1051
Financial Partners Group (Kansas)
Kansas
$299K +$21.3K +720 +9%
EA
1052
Emerald Advisors
Washington
$299K +$259K +8,730 New
HA
1053
Harfst & Associates
Wyoming
$298K -$43K -1,450 -14%
MWPCG
1054
Measured Wealth Private Client Group
New Hampshire
$297K -$121K -4,080 -31%
CIC
1055
Carnegie Investment Counsel
Ohio
$296K -$14.8K -500 -5%
WWM
1056
WJ Wealth Management
Arizona
$295K +$270K +9,110 New
ATC
1057
Argent Trust Co
Tennessee
$294K -$264K -8,890 -49%
AWM
1058
Alterna Wealth Management
Texas
$294K -$2.96K -100 -1%
BPCA
1059
Bank Pictet & Cie (Asia)
Singapore
$294K – – –
CB
1060
CNB Bank
Pennsylvania
$294K +$38K +1,280 +16%
HFRG
1061
Houlihan Financial Resource Group
Virginia
$293K +$269K +9,070 New
CA
1062
Cullinan Associates
Kentucky
$291K -$29.6K -1,000 -10%
SWA
1063
Sutton Wealth Advisors
Florida
$291K +$2.67K +90 +1%
PFO
1064
Pathstone Family Office
New Jersey
$290K -$8.01K -270 -3%
WP
1065
WealthPLAN Partners
Nebraska
$290K +$7.71K +260 +4%
CHP
1066
Cable Hill Partners
Oregon
$289K +$889 +30 +0.3%
OSAM
1067
O'Shaughnessy Asset Management
Connecticut
$288K +$264K +8,890 +44,450%
CS
1068
Comerica Securities
Michigan
$287K +$9.19K +310 +4%
EWM
1069
Executive Wealth Management
Michigan
$286K -$35.9K -1,210 -12%
BCM
1070
BTC Capital Management
Iowa
$286K +$35K +1,180 +15%
HWM
1071
Howard Wealth Management
Connecticut
$286K +$262K +8,850 New
CBFP
1072
Cedar Brook Financial Partners
Ohio
$285K -$29.4K -990 -10%
BG
1073
Berry Group
Massachusetts
$285K +$262K +8,820 New
CCA
1074
Cobblestone Capital Advisors
New York
$284K -$28.2K -950 -10%
FCBT
1075
First Citizens Bank & Trust
North Carolina
$283K -$2.42M -81,780 -90%
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