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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1126
VNBTrust National Association
Virginia
$208K – – –
MCM
1127
Murphy Capital Management
New Jersey
$207K -$406K -7,200 -65%
LWAC
1128
Laurel Wealth Advisors (California)
California
$207K -$27.3K -484 -11%
SIM
1129
SSI Investment Management
California
$207K -$2.37K -42 -1%
BHBT
1130
Burke & Herbert Bank & Trust
Virginia
$207K – – –
LDB
1131
Lee, Danner & Bass
Tennessee
$206K – – –
MAM
1132
Marquette Asset Management
Minnesota
$205K – – –
CIA
1133
Capital Investment Advisors
Georgia
$205K +$677 +12 +0.3%
FFA
1134
First Foundation Advisors
California
$205K +$7.96K +141 +4%
PNAA
1135
Pictet North America Advisors
Switzerland
$205K +$220K +3,900 New
MC
1136
Miles Capital
Iowa
$204K -$172K -3,041 -44%
GWM
1137
Geneos Wealth Management
Colorado
$202K +$20.5K +364 +10%
LNC
1138
Lincoln National Corp
Pennsylvania
$201K +$216K +3,826 New
DBT
1139
Dubuque Bank & Trust
Iowa
$191K -$184K -3,264 -47%
RFWA
1140
RPg Family Wealth Advisory
Massachusetts
$189K -$86.5K -1,532 -30%
AA
1141
Apriem Advisors
California
$188K -$125K -2,215 -38%
SFG
1142
SevenBridge Financial Group
Pennsylvania
$187K +$101K +1,784 +98%
AW
1143
Alpha Windward
Massachusetts
$184K +$339 +6 +0.2%
MCA
1144
Mercer Capital Advisers
New Jersey
$180K +$5.64K +100 +3%
CAW
1145
Cornerstone Advisors (Washington)
Washington
$179K +$163K +2,882 +555%
PCIG
1146
Partners Capital Investment Group
Massachusetts
$177K -$48.4K -858 -20%
VCM
1147
Versant Capital Management
Arizona
$177K +$5.14K +91 +3%
SAMC
1148
Shinko Asset Management Company
Japan
$176K -$5.82K -103 -3%
CHC
1149
City Holding Co
West Virginia
$170K – – –
AWM
1150
AllSquare Wealth Management
New York
$168K +$158K +2,800 +725%
44 45
46
47 48