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Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
401
Kistler-Tiffany Companies
Pennsylvania
$56K – – –
PB
402
Pinnacle Bancorp
Nebraska
$54K +$5.6K +45 +13%
FEG
403
Financial Enhancement Group
Indiana
$53K – – –
MA
404
MUFG Americas
New York
$51K – – –
CFG
405
Citizens Financial Group
Rhode Island
$47K -$7.84K -63 -16%
FHA
406
First Horizon Advisors
Tennessee
$47K -$498 -4 -1%
SSB
407
Sandy Spring Bank
Maryland
$47K +$26.9K +216 +179%
OC
408
Oakworth Capital
Alabama
$46K – – –
LWM
409
Liberty Wealth Management
California
$43K -$7.47K -60 -16%
WTC
410
WhitTier Trust Company
Nevada
$43K – – –
WT
411
Whittier Trust
California
$43K +$13.4K +108 +53%
RIA
412
Realta Investment Advisors
Delaware
$42K +$11.4K +92 +44%
SCA
413
Stonebridge Capital Advisors
Minnesota
$42K +$38.6K +310 New
MVIP
414
Mar Vista Investment Partners
California
$40K – – –
AF
415
Advisornet Financial
Minnesota
$40K +$25.9K +208 +242%
BWL
416
Bogart Wealth LLC
Virginia
$36K – – –
MWM
417
Meridian Wealth Management
Kentucky
$34.1K +$31K +249 New
POIA
418
Pin Oak Investment Advisors
Texas
$34K +$5.1K +41 +20%
FPFS
419
First Personal Financial Services
North Carolina
$33K +$8.59K +69 +39%
SIM
420
Sonora Investment Management
Arizona
$31K – – –
GRP
421
Global Retirement Partners
California
$30K +$3.98K +32 +17%
EIP
422
Ellis Investment Partners
Pennsylvania
$30K +$27.5K +221 New
TWA
423
TCI Wealth Advisors
Arizona
$29K – – –
HR
424
Howe & Rusling
New York
$27K -$83.1K -668 -77%
LWA
425
Lenox Wealth Advisors
New York
$27K -$14.7K -118 -37%
15 16
17
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