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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
401
First Personal Financial Services
North Carolina
$44K -$32K -559 -42%
LWM
402
Liberty Wealth Management
California
$44K -$344 -6 -0.8%
LC
403
Lindbrook Capital
California
$43K -$11.7K -205 -21%
SAM
404
S.A. Mason
Michigan
$43K +$43.8K +765 New
CT
405
Caldwell Trust
Florida
$38K +$39K +681 New
RCC
406
Red Cedar Capital
Nebraska
$36K – – –
TF
407
Tompkins Financial
New York
$34K +$10.3K +180 +43%
ACM
408
Allred Capital Management
Texas
$33.1K +$33.5K +585 New
FHA
409
First Horizon Advisors
Tennessee
$33K -$3.84K -67 -10%
EW
410
Evoke Wealth
California
$32.9K -$458 -8 -1%
CBT
411
Capital Bank & Trust
California
$31K -$14.9K -260 -32%
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$2.58K -45 -8%
OIA
413
Optimum Investment Advisors
Illinois
$31K – – –
TFS
414
TrustCore Financial Services
Tennessee
$31K +$2.81K +49 +10%
ARMC
415
American Research & Management Company
Massachusetts
$29K – – –
TSW
416
Thompson Siegel & Walmsley
Virginia
$28K -$2.58K -45 -8%
SNT
417
Security National Trust
West Virginia
$28K +$12.6K +220 +81%
HIA
418
Harbor Investment Advisory
Maryland
$28K +$28.2K +492 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$26K +$26.3K +460 New
NEAM
420
New England Asset Management
Connecticut
$25K – – –
VNA
421
Valley National Advisers
Pennsylvania
$24K – – –
OAJ
422
Ogorek Anthony Joseph
New York
$24K +$12.9K +225 +113%
JCM
423
Jacobi Capital Management
Pennsylvania
$23K -$11.9K -208 -33%
CT
424
Clearstead Trust
Maine
$23K – – –
PCA
425
Peddock Capital Advisors
Massachusetts
$23K +$23.7K +413 New
15 16
17
18 19