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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1526
Central Bank & Trust
Kentucky
$502K +$47.3K +250 +7%
AA
1527
Ancora Advisors
Ohio
$501K -$129K -681 -14%
OW
1528
Olistico Wealth
Oklahoma
$500K +$769K +4,060 New
CCP
1529
Carmel Capital Partners
California
$500K +$2.84K +15 +0.4%
MWM
1530
MinichMacGregor Wealth Management
New York
$500K +$106K +559 +16%
IAG
1531
Investmark Advisory Group
Connecticut
$499K +$41.7K +220 +6%
CTA
1532
Chesley Taft & Associates
Illinois
$497K -$525K -2,775 -41%
PVH
1533
Psagot Value Holdings
Israel
$495K +$761K +4,020 New
VF
1534
Vista Finance
Missouri
$494K -$365K -1,926 -32%
CFA
1535
Capstone Financial Advisors
Illinois
$491K -$134K -708 -15%
WA
1536
Wambolt & Associates
Colorado
$490K +$171K +902 +29%
SIC
1537
SJS Investment Consulting
Ohio
$487K -$101K -533 -12%
WI
1538
WrapManager Inc
California
$487K +$14.6K +77 +2%
OFS
1539
OneAscent Financial Services
Alabama
$486K -$276K -1,457 -27%
PAWA
1540
Palo Alto Wealth Advisors
California
$485K +$745K +3,936 New
CWA
1541
Cornerstone Wealth Advisors
Minnesota
$484K – – –
CSIA
1542
Charles Schwab Investment Advisory
California
$484K -$5.68K -30 -0.8%
WIA
1543
World Investment Advisors
California
$482K -$431K -2,277 -37%
LS
1544
Leelyn Smith
Illinois
$481K +$153K +809 +26%
AIA
1545
Arbor Investment Advisors
North Carolina
$481K +$562K +2,970 +317%
LCS
1546
Levin Capital Strategies
New York
$480K – – –
PCA
1547
Pallas Capital Advisors
Massachusetts
$480K +$439K +2,318 +181%
WC
1548
Woodstock Corp
Massachusetts
$479K – – –
ES
1549
ETF Store
Kansas
$479K -$25.6K -135 -5%
WDG
1550
Wealth Dimensions Group
Ohio
$478K +$29K +153 +4%
60 61
62
63 64