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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1226
Plancorp LLC
Missouri
$728K +$90.2K +1,148 +14%
FNT
1227
First National Trust
Pennsylvania
$723K -$82.2K -1,046 -10%
TH
1228
TCTC Holdings
Texas
$719K -$5.5K -70 -0.7%
AFG
1229
Allegheny Financial Group
Pennsylvania
$716K -$1.41K -18 -0.2%
SWM
1230
Spire Wealth Management
Virginia
$716K -$64.3K -819 -8%
QI
1231
Qtron Investments
Massachusetts
$715K – – –
MCCP
1232
Mission Creek Capital Partners
California
$715K -$49.9K -635 -6%
SIC
1233
Sage Investment Counsel
Tennessee
$712K +$739K +9,403 New
TPW
1234
Talon Private Wealth
Florida
$711K +$695K +8,852 +1,612%
LS
1235
Livforsakringsbolaget Skandia
Sweden
$700K – – –
CSP
1236
Cary Street Partners
Virginia
$700K +$727K +9,250 New
RGI
1237
River Global Investors
United Kingdom
$700K -$601K -7,654 -45%
LC
1238
LCNB Corp
Ohio
$699K -$6.05K -77 -0.8%
LMKC
1239
L.M. Kohn & Company
Ohio
$695K +$12.6K +160 +2%
MJRIC
1240
Mogy Joel R Investment Counsel
California
$693K – – –
CHJWM
1241
Carlton Hofferkamp & Jenks Wealth Management
Texas
$693K -$25.5K -325 -3%
KTM
1242
Keeler Thomas Management
Utah
$693K -$913K -11,622 -56%
WT
1243
Washington Trust
Rhode Island
$693K -$99.8K -1,271 -12%
HWP
1244
Highline Wealth Partners
California
$692K -$12.4K -158 -2%
AWAU
1245
Alliance Wealth Advisors (Utah)
Utah
$692K +$115K +1,459 +19%
ECG
1246
Edge Capital Group
Georgia
$681K -$73.4K -935 -9%
PAM
1247
Panagora Asset Management
Massachusetts
$681K -$491K -6,245 -41%
CCA
1248
Checchi Capital Advisers
California
$677K +$60.2K +766 +9%
HSA
1249
HBK Sorce Advisory
Pennsylvania
$675K -$754K -9,595 -52%
ALAM
1250
Asahi Life Asset Management
Japan
$675K -$33.5K -427 -5%
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