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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
401
Zions Bancorporation
Utah
$48K – – –
LWM
402
Liberty Wealth Management
California
$46K -$7.2K -120 -13%
FHA
403
First Horizon Advisors
Tennessee
$38K +$2.94K +49 +8%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$37.4K -$29.8K -497 -44%
FIB
405
First Interstate Bank
Montana
$37K -$3.18K -53 -8%
JCM
406
Jacobi Capital Management
Pennsylvania
$36K -$5.28K -88 -12%
RCC
407
Red Cedar Capital
Nebraska
$36K – – –
DMK
408
David M. Knott
$35K – – –
EW
409
Evoke Wealth
California
$34.4K +$35.3K +589 New
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$1.2K -20 -3%
OIA
411
Optimum Investment Advisors
Illinois
$32K +$4.8K +80 +17%
TSW
412
Thompson Siegel & Walmsley
Virginia
$31K -$1.32K -22 -4%
BFEC
413
Benjamin F. Edwards & Company
Missouri
$30K -$19.4K -324 -39%
ARMC
414
American Research & Management Company
Massachusetts
$30K -$960 -16 -3%
TFS
415
TrustCore Financial Services
Tennessee
$29K +$2.88K +48 +11%
CG
416
Cutler Group
California
$29K +$30K +500 New
RWA
417
Ropes Wealth Advisors
Massachusetts
$28K -$120 -2 -0.4%
NFG
418
Next Financial Group
Texas
$26K -$18.5K -309 -41%
NEAM
419
New England Asset Management
Connecticut
$26K – – –
VNA
420
Valley National Advisers
Pennsylvania
$25K -$420 -7 -2%
RE
421
RBC Europe
United Kingdom
$24.5K -$21K -350 -45%
KWA
422
KCS Wealth Advisory
California
$24.2K +$25K +416 New
TF
423
Tompkins Financial
New York
$24K -$1.8K -30 -7%
CT
424
Clearstead Trust
Maine
$24K – – –
BWA
425
BDO Wealth Advisors
Florida
$22K -$2.04K -34 -8%
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