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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$34K -$12.5K -200 -28%
OAJ
402
Ogorek Anthony Joseph
New York
$34K – – –
POIA
403
Pin Oak Investment Advisors
Texas
$34K – – –
NFG
404
Next Financial Group
Texas
$33K +$3.82K +61 +14%
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$813 +13 +3%
LC
406
Lindbrook Capital
California
$32K +$1.13K +18 +4%
WWM
407
Wolff Wiese Magana
California
$31K +$29.5K +471 New
NEAM
408
New England Asset Management
Connecticut
$30K – – –
WT
409
Washington Trust
Rhode Island
$30K +$3.19K +51 +13%
CCC
410
Crescent Capital Consulting
Louisiana
$30K +$28.4K +454 New
CT
411
Clearstead Trust
Maine
$27K – – –
NSIM
412
North Star Investment Management
Illinois
$25K – – –
DWM
413
Defined Wealth Management
Oregon
$25K +$23.8K +380 New
RWA
414
Ropes Wealth Advisors
Massachusetts
$24K +$5.25K +84 +30%
GWS
415
Glassman Wealth Services
Virginia
$24K +$5.82K +93 +35%
IAIM
416
International Assets Investment Management
Florida
$24K +$22.6K +361 New
PWM
417
Perigon Wealth Management
California
$24K +$23K +368 New
FCA
418
FinTrust Capital Advisors
South Carolina
$22K – – –
JCM
419
Jacobi Capital Management
Pennsylvania
$22K +$1.44K +23 +7%
CFN
420
Cordasco Financial Network
Florida
$22K +$21.3K +340 New
TSW
421
Thompson Siegel & Walmsley
Virginia
$21K -$41M -655,326 -100%
CI
422
CX Institutional
Indiana
$21K -$1.94K -31 -9%
JWM
423
Janiczek Wealth Management
Colorado
$21K +$13.3K +213 +209%
FNBOSM
424
First National Bank of South Miami
Florida
$18K -$17.1K -273 -50%
AWM
425
AllSquare Wealth Management
New York
$18K -$1.38K -22 -7%
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17
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