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Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
676
Brown, Lisle/Cummings
Rhode Island
$627K -$310 -2 -0.1%
CFGW
677
Chancellor Financial Group WB
Pennsylvania
$627K +$155 +1 +0%
LFA
678
Legacy Financial Advisors
Kentucky
$626K -$16K -103 -3%
AWA
679
Argos Wealth Advisors
California
$625K +$4.65K +30 +0.8%
FWTB
680
First Western Trust Bank
Colorado
$623K -$8.36K -54 -1%
WIA
681
World Investment Advisors
California
$622K -$85.5K -552 -12%
WB
682
WesBanco Bank
West Virginia
$618K -$3.72K -24 -0.6%
GPA
683
Garrison Point Advisors
California
$617K -$41.8K -270 -7%
TCM
684
Twin Capital Management
Pennsylvania
$617K +$1.86K +12 +0.3%
MHC
685
Meyer Handelman Company
New York
$612K – – –
AA
686
Argent Advisors
Louisiana
$603K +$11.6K +75 +2%
DT
687
Diversified Trust
Tennessee
$601K +$9.45K +61 +2%
CT
688
Caldwell Trust
Florida
$599K -$140K -905 -19%
UB
689
UMB Bank
Missouri
$599K +$6.5K +42 +1%
SCTC
690
Sanibel Captiva Trust Company
Florida
$599K +$6.97K +45 +1%
LAM
691
Lountzis Asset Management
Pennsylvania
$596K -$144K -930 -20%
SF
692
Summit Financial
New Jersey
$596K -$6.2K -40 -1%
RWM
693
Ritholtz Wealth Management
New York
$596K -$76.7K -495 -12%
RB
694
Rodgers Brothers
Pennsylvania
$596K – – –
EP
695
Evelyn Partners
$592K +$573K +3,702 New
SFG
696
Sather Financial Group
Texas
$591K – – –
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$589K +$73.7K +476 +15%
MGIA
698
Moneta Group Investment Advisors
Missouri
$587K -$152K -979 -21%
CCA
699
Checchi Capital Advisers
California
$585K -$47.4K -306 -8%
QIM
700
Quantitative Investment Management
Virginia
$584K +$566K +3,656 New
26 27
28
29 30