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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
726
Webster Bank
Connecticut
$160K – – –
CFG
727
CKW Financial Group
Hawaii
$153K – – –
PCM
728
Penserra Capital Management
California
$150K +$27.6K +75 +19%
CB
729
CNB Bank
Pennsylvania
$147K +$123K +335 +277%
CTC
730
Central Trust Company
Missouri
$144K +$18.4K +50 +13%
TFS
731
TrustCore Financial Services
Tennessee
$139K – – –
FPA
732
First Pacific Advisors
California
$135K +$155K +420 New
FP
733
Financial Perspectives
Minnesota
$134K +$15.8M +42,945 +39,764%
GAM
734
Grandview Asset Management
Pennsylvania
$129K +$148K +401 New
SSB
735
Sandy Spring Bank
Maryland
$128K +$26.5K +72 +22%
TCOV
736
Trust Company of Vermont
Vermont
$125K +$55.2K +150 +63%
AF
737
Allworth Financial
California
$123K +$16.2K +44 +13%
TFA
738
Toth Financial Advisory
Virginia
$121K – – –
KLWA
739
Kelly Lawrence W & Associates
California
$120K +$138K +375 New
PFGIA
740
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$19.5K +53 +17%
WT
741
Whittier Trust
California
$117K -$32K -87 -19%
GWS
742
Glassman Wealth Services
Virginia
$117K +$5.89K +16 +5%
S
743
Seeyond
France
$115K -$736K -2,000 -85%
WWMSC
744
Wagner Wealth Management (South Carolina)
South Carolina
$106K +$121K +330 New
MSFP
745
Mark Sheptoff Financial Planning
Connecticut
$100K – – –
RWB
746
RMR Wealth Builders
New Jersey
$99K +$114K +309 New
MF
747
Manchester Financial
California
$98K – – –
CFD
748
Creative Financial Designs
Indiana
$96K -$222K -603 -67%
CG
749
Cutler Group
California
$93K -$1.77M -4,822 -94%
KTC
750
Kistler-Tiffany Companies
Pennsylvania
$91K +$736 +2 +0.7%
28 29
30
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