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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
701
Mitchell & Pahl Private Wealth
Oklahoma
$337K -$72.5K -1,092 -17%
KI
702
Kula Investments
Illinois
$336K +$351K +5,291 New
CCM
703
Chilton Capital Management
Texas
$336K – – –
ONB
704
Old National Bancorp
Indiana
$335K -$551K -8,300 -61%
SRC
705
Stone Run Capital
New York
$331K – – –
FPAS
706
Focus Partners Advisor Solutions
Missouri
$329K -$1.59K -24 -0.5%
MG
707
Mather Group
Illinois
$327K +$12.6K +189 +4%
MFS
708
Mirabella Financial Services
United Kingdom
$324K +$339K +5,102 New
MCM
709
Marathon Capital Management
Maryland
$324K – – –
FCBT
710
First Citizens Bank & Trust
North Carolina
$324K -$1.98M -29,824 -85%
PMG
711
ProVise Management Group
Florida
$323K -$15.7K -236 -4%
RWA
712
Redhawk Wealth Advisors
Minnesota
$322K +$337K +5,069 New
HPM
713
Hoxton Planning & Management
West Virginia
$319K +$17.3K +261 +5%
P
714
Pitcairn
Pennsylvania
$317K – – –
EM
715
ELCO Management
New York
$316K +$40.5K +610 +14%
TCOO
716
Trust Company of Oklahoma
Oklahoma
$316K -$155K -2,337 -32%
SGCA
717
Steel Grove Capital Advisors
Tennessee
$314K – – –
QCG
718
Quadrant Capital Group
Ohio
$312K +$57K +858 +21%
BHCM
719
Boulder Hill Capital Management
New York
$311K +$326K +4,900 New
RI
720
Rinkey Investments
California
$310K -$13.3K -200 -4%
HNWA
721
Henrickson Nauta Wealth Advisors
Michigan
$309K – – –
DIA
722
Dana Investment Advisors
Wisconsin
$307K -$24.9K -375 -7%
OCM
723
One Capital Management
California
$303K -$1.33K -20 -0.4%
LSIA
724
LaSalle St. Investment Advisors
Illinois
$301K +$66 +1 +0%
CBT
725
CoreFirst Bank & Trust
Kansas
$301K -$99.6K -1,500 -24%
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