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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
576
Financial Management Professionals
Texas
$422K +$105 +2 +0%
SSP
577
Sapphire Star Partners
Washington
$422K +$212K +4,034 +100%
WPC
578
White Pine Capital
Minnesota
$416K -$5.77K -110 -2%
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$416K +$11.5K +219 +3%
PNC
580
Park National Corp
Ohio
$409K -$262 -5 -0.1%
SCM
581
Stellar Capital Management
Arizona
$405K – – –
AP
582
Advisor Partners
California
$403K +$124K +2,363 +53%
FNBOO
583
First National Bank of Omaha
Nebraska
$393K +$14.6K +278 +4%
RFS
584
Rockefeller Financial Services
New York
$391K -$1.56M -29,695 -82%
CONA
585
Capital One National Association
New York
$383K -$109K -2,082 -24%
BFA
586
Bragg Financial Advisors
North Carolina
$383K – – –
SFI
587
SPC Financial Inc
Maryland
$382K -$14.6K -279 -4%
KIA
588
KCM Investment Advisors
California
$381K +$29.9K +569 +10%
SWP
589
Stratos Wealth Partners
Ohio
$378K +$23.5K +447 +7%
CFP
590
Cornerstone Financial Partners
North Carolina
$372K -$315K -5,997 -48%
BHBT
591
Burke & Herbert Bank & Trust
Virginia
$371K +$54.7K +1,043 +20%
CNC
592
Citizens & Northern Corp
Pennsylvania
$368K -$210K -3,996 -39%
SA
593
Strategic Advisors
New York
$368K – – –
CIC
594
Chilton Investment Company
Connecticut
$368K +$36.5K +696 +13%
WSTAM
595
Wilbanks Smith & Thomas Asset Management
Virginia
$366K -$11.2K -213 -3%
WP
596
WMS Partners
Maryland
$363K -$577 -11 -0.2%
BA
597
Bristlecone Advisors
Washington
$362K +$323K +6,152 New
LIC
598
Lodestar Investment Counsel
Illinois
$362K +$323K +6,155 New
EDRIA
599
Edmonds Duncan Registered Investment Advisors
Kansas
$360K – – –
MIP
600
Marietta Investment Partners
Wisconsin
$360K – – –
22 23
24
25 26