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Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1051
Custom Index Systems
New York
$435K +$404K +2,108 New
NB
1052
Northwest Bancshares
Pennsylvania
$434K -$47.9K -250 -11%
IIC
1053
Integrated Investment Consultants
Michigan
$434K +$402K +2,102 New
SCI
1054
Silver Coast Investments
United States
$433K – – –
IFWM
1055
Institute for Wealth Management
Colorado
$429K – – –
CCMG
1056
Clark Capital Management Group
Pennsylvania
$429K -$18.8K -98 -5%
MAWA
1057
Moss Adams Wealth Advisors
Washington
$427K +$396K +2,068 New
CAS
1058
CTC Alternative Strategies
Illinois
$423K -$139K -725 -26%
KOC
1059
Koss-Olinger Consulting
Florida
$422K +$33.3K +174 +9%
IP
1060
Ignite Planners
California
$421K +$2.3K +12 +0.6%
AIA
1061
Alera Investment Advisors
Illinois
$419K +$62.2K +325 +19%
ONB
1062
Old National Bancorp
Indiana
$419K -$17.4K -91 -4%
PCP
1063
Proficio Capital Partners
Massachusetts
$417K -$166K -868 -30%
MA
1064
MBA Advisors
Pennsylvania
$415K – – –
HBT
1065
Heartland Bank & Trust
Illinois
$415K -$13K -68 -3%
CCG
1066
Catalina Capital Group
California
$412K +$33.3K +174 +10%
CHP
1067
Cable Hill Partners
Oregon
$412K +$23.7K +124 +7%
SCP
1068
Sivia Capital Partners
California
$412K +$13.6K +71 +4%
WG
1069
Wealth Group
North Carolina
$409K -$4.4K -23 -1%
C
1070
CEDRUS
Colorado
$408K +$22.2K +116 +6%
TW
1071
TritonPoint Wealth
Maryland
$408K -$1.72K -9 -0.5%
C
1072
Certuity
Florida
$406K -$21.1K -110 -5%
AWM
1073
Avior Wealth Management
Nebraska
$400K +$4.79K +25 +1%
RG
1074
Renaissance Group
Kentucky
$400K – – –
BCWM
1075
Bartlett & Co Wealth Management
Ohio
$398K -$60.3K -315 -14%
41 42
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