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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1476
CoreFirst Bank & Trust
Kansas
$688K +$614K +6,433 New
RSWM
1477
Robertson Stephens Wealth Management
California
$687K -$313K -3,273 -34%
TFA
1478
Teamwork Financial Advisors
Texas
$687K +$379K +3,970 +162%
AC
1479
Abbrea Capital
California
$686K +$63.1K +661 +11%
NB
1480
NBT Bank
New York
$682K -$3.34K -35 -0.5%
MGWM
1481
Marks Group Wealth Management
Minnesota
$681K +$304K +3,187 +100%
PVH
1482
Psagot Value Holdings
Israel
$680K -$56.4K -591 -9%
GC
1483
Giverny Capital
Quebec, Canada
$677K – – –
JWA
1484
JFS Wealth Advisors
Pennsylvania
$676K – – –
RIA
1485
Realta Investment Advisors
Delaware
$674K -$41.4K -434 -6%
FPWM
1486
FSB Premier Wealth Management
Iowa
$674K +$602K +6,302 New
PI
1487
Putnam Investments
Massachusetts
$673K -$3.69M -38,640 -86%
MBTD
1488
Mechanics Bank - Trust Department
California
$670K +$5.06K +53 +0.9%
NB
1489
Nicolet Bankshares
Wisconsin
$669K -$37.9K -397 -6%
CAAS
1490
Capital Asset Advisory Services
Michigan
$668K +$48.4K +507 +9%
BHB
1491
Bank Hapoalim BM
Israel
$667K +$46K +482 +8%
CFA
1492
Carroll Financial Associates
North Carolina
$666K -$47.7K -500 -7%
FHB
1493
First Hawaiian Bank
Hawaii
$665K -$21.8K -228 -4%
TC
1494
Trust Company
Kansas
$662K +$38.5K +403 +7%
LAM
1495
LifePro Asset Management
California
$661K +$590K +6,181 New
IFG
1496
Investors Financial Group
Minnesota
$660K +$21.1K +221 +4%
SCI
1497
Stableford Capital II
Arizona
$660K +$589K +6,171 New
UBG
1498
United Bank (Georgia)
Georgia
$658K -$334K -3,500 -36%
BCA
1499
Berman Capital Advisors
Georgia
$658K +$207K +2,167 +54%
FGAM
1500
Financial Gravity Asset Management
Texas
$657K +$588K +6,163 New
58 59
60
61 62