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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1126
WesBanco Bank
West Virginia
$215K +$228K +1,560 New
MWM
1127
Modera Wealth Management
New Jersey
$214K +$228K +1,560 New
CI
1128
CX Institutional
Indiana
$213K – – –
MPCG
1129
Matrix Private Capital Group
New York
$212K +$5.84K +40 +3%
FA
1130
Faithward Advisors
Pennsylvania
$212K +$225K +1,540 New
SP
1131
Successful Portfolios
Florida
$212K +$225K +1,540 New
PWS
1132
Precision Wealth Strategies
Missouri
$211K -$177K -1,210 -44%
CFA
1133
Capstone Financial Advisors
Illinois
$211K -$87.7K -600 -28%
NAS
1134
Nicolet Advisory Services
Wisconsin
$211K -$29.2K -200 -12%
WT
1135
Whittier Trust
California
$211K – – –
SC
1136
Saturna Capital
Washington
$211K +$4.38K +30 +2%
EDRH
1137
Edmond de Rothschild Holding
Switzerland
$209K -$87.7K -600 -28%
GWM
1138
Gray Wealth Management
Maine
$209K – – –
HIP
1139
HUB Investment Partners
Texas
$209K +$222K +1,520 New
CFA
1140
Carroll Financial Associates
North Carolina
$208K -$7.31K -50 -3%
CCM
1141
Cribstone Capital Management
Maine
$208K – – –
BC
1142
Bartlett & Co
Ohio
$207K -$73.1K -500 -25%
CCG
1143
Chatham Capital Group
Georgia
$207K – – –
STB
1144
S&T Bank
Pennsylvania
$207K – – –
CL
1145
CSS LLC
Illinois
$207K +$219K +1,500 New
JFGLC
1146
Johnson Financial Group LLC (Colorado)
Colorado
$207K +$219K +1,500 New
SB
1147
Sunflower Bank
Texas
$207K +$219K +1,500 New
BCWM
1148
Bartlett & Co Wealth Management
Ohio
$207K -$73.1K -500 -25%
JAFL
1149
Jay A. Fishman Ltd
Michigan
$207K +$219K +1,500 New
CAM
1150
Crestone Asset Management
Colorado
$205K +$218K +1,490 New
44 45
46
47 48