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NOK

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
301
Greenleaf Trust
Michigan
$77K -$24.1K -4,351 -24%
LCS
302
Levin Capital Strategies
New York
$76K – – –
TB
303
Terril Brothers
Missouri
$76K – – –
CCA
304
Checchi Capital Advisers
California
$75K -$6.44K -1,163 -8%
DWT
305
Dorsey & Whitney Trust
South Dakota
$75K -$4.82K -870 -6%
NW
306
NewEdge Wealth
Pennsylvania
$75K -$2.27K -410 -3%
APG
307
Abacus Planning Group
South Carolina
$75K +$13.8K +2,490 +22%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$74K – – –
SSWM
309
Sheets Smith Wealth Management
North Carolina
$74K +$1.21K +218 +2%
FCA
310
FinTrust Capital Advisors
South Carolina
$71K -$2.1M -379,823 -97%
MTC
311
McDaniel Terry & Co
Texas
$71K – – –
NL
312
NKCFO LLC
Illinois
$70K – – –
SYBT
313
Stock Yards Bank & Trust
Kentucky
$70K – – –
GWM
314
Gitterman Wealth Management
New Jersey
$70K +$116 +21 +0.2%
KPCM
315
Kings Point Capital Management
New York
$69K -$2.28K -412 -3%
IFWM
316
Institute for Wealth Management
Colorado
$69K – – –
KA
317
KLCM Advisors
Wisconsin
$69K – – –
PCG
318
Private Capital Group
Connecticut
$68K +$2.94K +531 +4%
MCC
319
Money Concepts Capital
Florida
$67K +$67.9K +12,267 New
PNC
320
Park National Corp
Ohio
$66K -$8.76K -1,582 -12%
NCM
321
Northside Capital Management
Oregon
$66K – – –
LFA
322
Legacy Financial Advisors
Kentucky
$66K +$66.7K +12,047 New
LA
323
Latitude Advisors
Florida
$66K +$67K +12,097 New
EWS
324
Evergreen Wealth Solutions
Pennsylvania
$64K -$8.14K -1,470 -11%
WIA
325
Westbourne Investment Advisors
Maryland
$64K -$4.43K -800 -6%
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