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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1026
Orion Capital Management
California
$85.3K -$7.98K -125 -10%
SIS
1027
Sound Income Strategies
Florida
$84.9K +$63.9K +1,000 +1,111%
FFA
1028
First Foundation Advisors
California
$84K +$68.8K +1,078 New
SFFS
1029
Stonehage Fleming Financial Services
Jersey
$81.8K -$217K -3,400 -76%
PFPT
1030
Pinnacle Financial Partners (Tennessee)
Tennessee
$81.8K – – –
CTC
1031
Central Trust Company
Missouri
$79.6K +$7.54K +118 +13%
FMTCOCP
1032
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K – – –
NSIM
1033
North Star Investment Management
Illinois
$77.9K – – –
TCOV
1034
Trust Company of Vermont
Vermont
$77.9K – – –
MSG
1035
Main Street Group
Virginia
$75.6K +$61.9K +970 New
BTI
1036
Blue Trust Inc
Georgia
$73K +$72.1K +1,129 +538%
WWM
1037
Wolff Wiese Magana
California
$72.1K +$4.85K +76 +9%
GIP
1038
Greatmark Investment Partners
Georgia
$70.7K +$511 +8 +0.9%
CAM
1039
Chesapeake Asset Management
New York
$70.1K – – –
BBPWM
1040
Blue Bell Private Wealth Management
Pennsylvania
$69.7K – – –
RFG
1041
RFP Financial Group
Georgia
$69K – – –
JWM
1042
Janiczek Wealth Management
Colorado
$68.7K +$27.9K +437 +98%
JWA
1043
JFS Wealth Advisors
Pennsylvania
$68.6K +$1.15K +18 +2%
HWP
1044
Highline Wealth Partners
California
$66.2K – – –
HPC
1045
HM Payson & Co
Maine
$63.1K +$39K +610 +305%
TCA
1046
Trifecta Capital Advisors
Illinois
$62.3K -$17.6K -275 -26%
PCMC
1047
Planning Capital Management Corporation
Pennsylvania
$62.3K +$51.1K +800 New
JAM
1048
JCIC Asset Management
Ontario, Canada
$60.8K +$6.39K +100 +15%
GI
1049
Gradient Investments
Minnesota
$60.6K – – –
FUBT
1050
First United Bank & Trust
Maryland
$60.4K +$49.5K +775 New
40 41
42
43 44