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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
NVCHI
551
New Vernon Capital Holdings II
New Jersey
$24.7K -$457K -10,657 -95%
BTI
552
Blue Trust Inc
Georgia
$23.6K +$43 +1 +0.2%
PB
553
Pinnacle Bancorp
Nebraska
$21.4K – – –
TIM
554
Tortoise Investment Management
New York
$20.4K – – –
APC
555
Aspire Private Capital
North Carolina
$20.1K -$7K -163 -28%
VNA
556
Valley National Advisers
Pennsylvania
$20K -$215 -5 -1%
TWC
557
TD Waterhouse Canada
Ontario, Canada
$19.8K -$4.72K -110 -20%
CB
558
CNB Bank
Pennsylvania
$18.3K – – –
CFD
559
Creative Financial Designs
Indiana
$17.8K +$43 +1 +0.3%
HFS
560
Hantz Financial Services
Michigan
$17K -$2.7K -63 -15%
CFFP
561
Center for Financial Planning
Michigan
$16.9K +$15.3K +356 New
PP
562
PFS Partners
New Jersey
$15.1K – – –
MCM
563
MV Capital Management
Maryland
$14.9K -$17.7K -413 -57%
VWM
564
Venturi Wealth Management
Texas
$14.5K +$172 +4 +1%
AFG
565
Albion Financial Group
Utah
$14.2K – – –
CWP
566
Concord Wealth Partners
Virginia
$14.2K +$86 +2 +0.7%
UB
567
UMB Bank
Missouri
$13.5K +$172 +4 +1%
SJIM
568
St. Johns Investment Management
Florida
$13.1K +$11.8K +275 New
SWA
569
SOA Wealth Advisors
New York
$9.88K +$43 +1 +0.5%
CTC
570
Central Trust Company
Missouri
$9.69K +$2.7K +63 +45%
BLC
571
Brown, Lisle/Cummings
Rhode Island
$9.5K – – –
CBT
572
CoreFirst Bank & Trust
Kansas
$9.5K – – –
FFO
573
Fortitude Family Office
Arizona
$9.02K – – –
CTC
574
Cetera Trust Company
Minnesota
$8.45K – – –
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$8.45K – – –
21 22
23
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