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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
751
Windward Capital Management
California
$368K +$354K +2,654 New
VNA
752
Valley National Advisers
Pennsylvania
$367K +$8.81K +66 +3%
BTI
753
Blue Trust Inc
Georgia
$366K -$32K -240 -8%
TFF
754
The Family Firm
Maryland
$364K +$134 +1 +0%
SP
755
Symmetry Partners
Connecticut
$363K – – –
GCM
756
Gables Capital Management
Florida
$363K – – –
FTWA
757
Fifth Third Wealth Advisors
Ohio
$363K +$22.7K +170 +7%
WH
758
Willner & Heller
California
$362K +$1.47K +11 +0.4%
KA
759
Kintegral Advisory
New York
$361K -$1.07K -8 -0.3%
TCOV
760
Trust Company of Vermont
Vermont
$360K +$63.3K +474 +22%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$360K +$144K +1,080 +71%
SC
762
Sapient Capital
Indiana
$360K -$13.9K -104 -4%
PIP
763
Peachtree Investment Partners
Florida
$359K -$32.3K -242 -9%
SA
764
SRH Advisors
Kansas
$359K – – –
WI
765
Wintrust Investments
Illinois
$356K +$1.33K +10 +0.4%
WCF
766
West Coast Financial
California
$355K +$3.87K +29 +1%
ECM
767
Evergreen Capital Management
Washington
$355K +$28.7K +215 +9%
IGGA
768
Iron Gate Global Advisors
Utah
$354K -$6.54K -49 -2%
RFM
769
Royal Fund Management
Florida
$354K – – –
KWA
770
Kingswood Wealth Advisors
California
$352K +$59.2K +443 +21%
SWM
771
SeaCrest Wealth Management
New York
$350K -$106K -791 -24%
PCMC
772
Paragon Capital Management (Colorado)
Colorado
$348K – – –
NCTC
773
New Covenant Trust Company
Indiana
$346K +$333K +2,494 New
SGI
774
Summit Global Investments
Utah
$344K -$1.71M -12,806 -84%
IFG
775
Independent Financial Group
California
$343K -$2K -15 -0.6%
29 30
31
32 33