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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1226
Dakota Wealth Management
Florida
$226K +$224K +3,398 New
CCA
1227
Conestoga Capital Advisors
Pennsylvania
$224K – – –
ST
1228
Sabal Trust
Florida
$224K +$222K +3,364 New
CC
1229
Cedar Capital
Illinois
$224K +$222K +3,365 New
BP
1230
BBR Partners
New York
$224K +$222K +3,366 New
OCM
1231
One Capital Management
California
$223K -$30.2K -457 -12%
AFC
1232
AFT Forsyth & Company
Florida
$223K – – –
WSTAM
1233
Wilbanks Smith & Thomas Asset Management
Virginia
$222K -$22.1K -335 -9%
SFG
1234
SNS Financial Group
Minnesota
$221K -$3.75M -56,773 -94%
RPC
1235
Rossmore Private Capital
Connecticut
$221K +$139K +2,110 +173%
SFS
1236
Summit Financial Strategies
Ohio
$220K – – –
CCT
1237
Chemung Canal Trust
New York
$219K – – –
CHC
1238
City Holding Co
West Virginia
$215K – – –
AB
1239
AT Bancorp
Iowa
$215K +$726 +11 +0.3%
MCM
1240
Maple Capital Management
Vermont
$215K +$214K +3,240 New
WPW
1241
Winthrop Partners - WNY
New York
$215K – – –
BWL
1242
Bogart Wealth LLC
Virginia
$214K +$14.8K +224 +8%
RIG
1243
Renaissance Investment Group
Massachusetts
$212K -$13.2K -200 -6%
NQWM
1244
Northwest Quadrant Wealth Management
Oregon
$212K +$210K +3,189 New
SFSG
1245
Stearns Financial Services Group
North Carolina
$209K -$26.2K -397 -11%
ABC
1246
Associated Banc-Corp
Wisconsin
$209K -$22.1K -335 -10%
GKWIM
1247
Gerber Kawasaki Wealth & Investment Management
California
$209K -$5.94K -90 -3%
DWT
1248
Dorsey & Whitney Trust
South Dakota
$207K -$24.4K -370 -11%
HC
1249
Henshaw Capital
Massachusetts
$207K +$205K +3,110 New
SCA
1250
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$204K +3,096 New
48 49
50
51 52