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Name Holding Trade Value Shares
Change
Change in
Stake
PEWA
2101
Pacific Excel Wealth Advisors
California
$630K +$606K +2,067 New
SW
2102
SVB Wealth
Massachusetts
$629K -$5.87K -20 -1%
LPT
2103
Legacy Private Trust
Wisconsin
$628K -$29.3K -100 -5%
NAS
2104
Nicolet Advisory Services
Wisconsin
$627K -$587 -2 -0.1%
CAAS
2105
Capital Asset Advisory Services
Michigan
$627K +$16.7K +57 +3%
FMN
2106
Financial Management Network
California
$626K – – –
IBOK
2107
Independence Bank of Kentucky
Kentucky
$624K +$89.5K +305 +17%
Washington Trust
2108
Washington Trust
Rhode Island
$624K -$10.3K -35 -2%
AM
2109
Atwater Malick
Pennsylvania
$622K – – –
AIC
2110
Argus Investors Counsel
New York
$621K -$1.76K -6 -0.3%
NF
2111
Nikulski Financial
Iowa
$620K -$41.1K -140 -6%
PCM
2112
Park Capital Management
Wisconsin
$620K -$43.7K -149 -7%
CBT
2113
Crews Bank & Trust
Florida
$619K +$17.6K +60 +3%
CW
2114
CrossGen Wealth
North Carolina
$618K +$597K +2,034 New
HI
2115
Hoey Investments
Pennsylvania
$617K +$199K +677 +50%
RB
2116
Renasant Bank
Mississippi
$617K -$63.4K -216 -10%
W
2117
WorthPointe
California
$613K -$46.9K -160 -7%
NG
2118
Novem Group
New York
$613K -$6.46K -22 -1%
AFG
2119
Albion Financial Group
Utah
$613K – – –
CP
2120
Castleview Partners
Texas
$613K +$592K +2,016 New
SIG
2121
Sky Investment Group
Connecticut
$610K +$11.2K +38 +2%
TDB
2122
Thompson David Blair
$610K +$589K +2,007 New
IA
2123
Inspire Advisors
Idaho
$609K +$148K +503 +33%
FC
2124
FCA Corp
Texas
$608K – – –
GCIA
2125
Gabelli & Co Investment Advisers
New York
$608K – – –