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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1276
Edge Wealth Management
New York
$233K +$153K +2,169 +287%
RA
1277
Rational Advisors
New York
$232K -$544K -7,724 -73%
LJAC
1278
L.J. Altfest & Co
New York
$231K +$205K +2,903 New
RTS
1279
Round Table Services
New Jersey
$229K +$202K +2,874 New
AB
1280
AT Bancorp
Iowa
$226K -$28.2K -400 -12%
BI
1281
Ballast Inc
Kentucky
$225K +$199K +2,821 New
CIP
1282
Convergence Investment Partners
Florida
$224K +$2.61K +37 +1%
1WA
1283
180 Wealth Advisors
Washington
$223K -$16.1K -228 -8%
DOA
1284
D'Orazio & Associates
Virginia
$223K – – –
BHTS
1285
Bar Harbor Trust Services
Maine
$223K +$197K +2,800 New
PMFA
1286
Plante Moran Financial Advisors
Michigan
$222K +$27.2K +386 +16%
TNBTD
1287
Trustmark National Bank Trust Department
Mississippi
$222K +$196K +2,780 New
SAM
1288
Summit Asset Management
Tennessee
$221K +$196K +2,779 New
EWA
1289
EP Wealth Advisors
California
$219K +$194K +2,747 New
CPSAC
1290
Chas P. Smith & Associates (CPS)
Florida
$217K -$146K -2,066 -43%
FCAG
1291
First Capital Advisors Group
New Jersey
$216K -$4.51K -64 -2%
DFIG
1292
Dragon Financial & Investment Group
California
$215K +$190K +2,696 New
ZIC
1293
ZWJ Investment Counsel
Georgia
$215K +$190K +2,698 New
SI
1294
Sensato Investors
California
$215K +$190K +2,700 New
MCM
1295
Monarch Capital Management
Indiana
$213K +$188K +2,675 New
CWM
1296
Connecticut Wealth Management
Connecticut
$213K +$192K +2,720 New
LP
1297
LMR Partners
United Kingdom
$212K +$187K +2,661 New
GI
1298
Glovista Investments
New Jersey
$211K -$148K -2,100 -44%
NWP
1299
Northstar Wealth Partners
Connecticut
$211K +$187K +2,658 New
NQWM
1300
Northwest Quadrant Wealth Management
Oregon
$207K -$41.7K -592 -19%
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