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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1376
J.M. Forbes & Co
Massachusetts
$590K +$5.86K +63 +0.8%
AWA
1377
Arete Wealth Advisors
Illinois
$588K +$726K +7,815 New
ASI
1378
Advisory Services & Investments
Oregon
$586K – – –
MIS
1379
Morningstar Investment Services
Illinois
$585K +$78.1K +840 +16%
FMC
1380
First Merchants Corp
Indiana
$584K -$359K -3,863 -33%
ZDA
1381
Zweig-DiMenna Associates
New York
$584K -$605K -6,512 -46%
KIC
1382
Kensington Investment Counsel
California
$584K -$4.74K -51 -0.7%
BBNA
1383
Bremer Bank National Association
Minnesota
$582K -$2.6M -27,959 -78%
JCM
1384
Jacobi Capital Management
Pennsylvania
$581K +$296K +3,183 +70%
HCM
1385
Howland Capital Management
Massachusetts
$579K +$110K +1,186 +18%
RCA
1386
Roberts Capital Advisors
Colorado
$577K – – –
TTWM
1387
TCV Trust & Wealth Management
Virginia
$576K -$33.5K -361 -5%
IP
1388
Intellectus Partners
California
$575K +$32.4K +349 +5%
TBA
1389
Tower Bridge Advisors
Pennsylvania
$574K -$510K -5,491 -42%
PCS
1390
Personal CFO Solutions
New Jersey
$574K -$154K -1,657 -18%
VAS
1391
Vestmark Advisory Solutions
Massachusetts
$573K -$593K -6,385 -46%
SWA
1392
Stratos Wealth Advisors
Ohio
$573K -$158K -1,704 -18%
AF
1393
Alerus Financial
North Dakota
$572K -$119K -1,280 -14%
JSSH
1394
J. Safra Sarasin Holding
$570K +$749K +8,059 New
PHS
1395
Pekin Hardy Strauss
Illinois
$568K +$18.6K +200 +3%
FCP
1396
Fidelis Capital Partners
Florida
$567K -$256K -2,753 -26%
PFBT
1397
Parkside Financial Bank & Trust
Missouri
$565K -$116K -1,245 -14%
PPW
1398
Parcion Private Wealth
Washington
$563K -$11.7K -126 -2%
SAG
1399
SageView Advisory Group
California
$562K +$693K +7,457 New
SP
1400
Saranac Partners
$562K +$137K +1,474 +25%
54 55
56
57 58