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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1201
Private Trust Company
Ohio
$786K -$57.4K -731 -7%
EWM
1202
Elmwood Wealth Management
California
$785K -$14.5K -185 -2%
MBTD
1203
Mechanics Bank - Trust Department
California
$783K -$266K -3,383 -25%
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$783K +$298K +3,789 +58%
PIP
1205
Peachtree Investment Partners
Florida
$781K -$133K -1,690 -14%
SC
1206
Searle & Co
Connecticut
$780K -$101K -1,285 -11%
BMM
1207
Buffington Mohr McNeal
Idaho
$776K -$228K -2,900 -22%
SWM
1208
Segment Wealth Management
Texas
$776K -$9.01M -114,686 -92%
AWM
1209
Axxcess Wealth Management
California
$775K +$305K +3,883 +61%
JWCA
1210
J.W. Cole Advisors
Florida
$770K -$146K -1,857 -15%
LF
1211
LifePlan Financial
Minnesota
$762K +$208K +2,642 +36%
NB
1212
Nicolet Bankshares
Wisconsin
$761K -$24K -306 -3%
RYIA
1213
Roehl & Yi Investment Advisors
Oregon
$761K +$790K +10,055 New
TFA
1214
Toth Financial Advisory
Virginia
$760K +$34.5K +439 +5%
JFA
1215
JNBA Financial Advisors
Minnesota
$760K +$10.3K +131 +1%
CA
1216
Cullinan Associates
Kentucky
$758K -$341K -4,335 -30%
SAM
1217
Smartleaf Asset Management
Massachusetts
$758K +$88.4K +1,125 +12%
SACTSONJ
1218
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$757K – – –
PIM
1219
Pinnacle Investment Management
Hong Kong
$757K +$786K +10,000 New
GAG
1220
GM Advisory Group
New York
$755K -$161K -2,050 -17%
CFO
1221
Custos Family Office
Texas
$755K – – –
LBC
1222
Lowe Brockenbrough & Co
Virginia
$751K -$51.1K -650 -6%
SC
1223
Syon Capital
California
$750K +$254K +3,230 +48%
BDFN
1224
Bond & Devick Financial Network
Minnesota
$747K – – –
PWMG
1225
Prestige Wealth Management Group
New Jersey
$735K -$13.4K -170 -2%
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