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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1051
South Street Advisors
New York
$321K – – –
MWM
1052
Meridian Wealth Management
Kentucky
$320K +$61.8K +854 +24%
BOS
1053
Bank of Stockton
California
$315K +$70.2K +971 +29%
PP
1054
Paloma Partners
Connecticut
$313K +$307K +4,243 New
CBT
1055
Capital Bank & Trust
California
$312K +$1.81K +25 +0.6%
BDWM
1056
Brewin Dolphin Wealth Management
Ireland
$311K +$40.5K +560 +15%
AWM
1057
Altavista Wealth Management
North Carolina
$309K -$36.4K -503 -11%
ACM
1058
AlphaStar Capital Management
North Carolina
$309K +$304K +4,202 New
BW
1059
Bison Wealth
Georgia
$308K +$6.15K +85 +2%
FANJ
1060
Financial Architects (New Jersey)
New Jersey
$307K +$118K +1,628 +64%
CCT
1061
Capital City Trust
Florida
$306K -$58.1K -804 -16%
PJSIMP
1062
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305K – – –
FPCP
1063
Fort Point Capital Partners
California
$303K +$297K +4,112 New
CNBT
1064
Canandaigua National Bank & Trust
New York
$301K +$67.3K +931 +29%
DMC
1065
Drexel Morgan & Co
Pennsylvania
$300K – – –
S
1066
SignatureFD
Georgia
$297K +$292K +4,033 New
AW
1067
Alpha Windward
Massachusetts
$295K -$27.8K -385 -9%
LA
1068
LVW Advisors
New York
$295K -$10.1K -139 -3%
ADL
1069
Asset Dedication LLC
California
$294K +$197K +2,720 +211%
SFA
1070
Sequoia Financial Advisors
Ohio
$292K +$21.9K +303 +8%
CA
1071
Clearstead Advisors
Ohio
$289K -$65.1K -900 -19%
CFG
1072
Citizens Financial Group
Rhode Island
$287K -$7.23K -100 -3%
OCM
1073
One Capital Management
California
$286K +$19.5K +270 +7%
VIM
1074
Veritas Investment Management
United Kingdom
$285K – – –
VIA
1075
Vident Investment Advisory
Georgia
$284K -$417K -5,765 -60%
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43
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