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Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
651
Venture Visionary Partners
Ohio
$592K -$19.1K -131 -3%
AI
652
AdvisorShares Investments
Maryland
$591K -$78.3K -536 -12%
ST
653
Spinnaker Trust
Maine
$591K – – –
LFA
654
Legacy Financial Advisors
Kentucky
$588K -$28.6K -196 -5%
CCA
655
Checchi Capital Advisers
California
$588K -$33.4K -229 -5%
WB
656
WesBanco Bank
West Virginia
$582K – – –
FWTB
657
First Western Trust Bank
Colorado
$581K – – –
CFGW
658
Chancellor Financial Group WB
Pennsylvania
$580K +$292 +2 +0.1%
SW
659
SVB Wealth
Massachusetts
$580K +$571K +3,913 New
RZH
660
Relyea Zuckerberg Hanson
Connecticut
$579K -$55.6K -381 -9%
BLC
661
Brown, Lisle/Cummings
Rhode Island
$578K -$2.48K -17 -0.4%
TCA
662
Transcend Capital Advisors
New Jersey
$578K -$16.8K -115 -3%
AP
663
Appleton Partners
Massachusetts
$577K -$32.1K -220 -5%
PTP
664
Platform Technology Partners
New York
$576K -$11.5K -79 -2%
KCM
665
Kanawha Capital Management
Virginia
$574K – – –
AA
666
Advisory Alpha
Michigan
$571K +$88.3K +605 +19%
BB
667
Busey Bank
Illinois
$565K -$213K -1,458 -28%
DWP
668
Daymark Wealth Partners
Ohio
$563K +$14.2K +97 +3%
CPC
669
Congress Park Capital
New York
$563K -$71K -486 -11%
BI
670
BlueSpruce Investments
Illinois
$563K – – –
WPC
671
Wedmont Private Capital
Pennsylvania
$562K -$30.1K -206 -5%
MSCM
672
McElhenny Sheffield Capital Management
Texas
$561K – – –
S
673
Sachetta
Massachusetts
$560K +$3.07K +21 +0.6%
AA
674
Argent Advisors
Louisiana
$560K +$33.9K +232 +7%
NFA
675
Northern Financial Advisors
Michigan
$557K +$14.2K +97 +3%
25 26
27
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