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Name Holding Trade Value Shares
Change
Change in
Stake
IMS
626
Index Management Solutions
Pennsylvania
$38K +$35.4K +158 New
SSB
627
Sandy Spring Bank
Maryland
$34K -$8.95K -40 -22%
HCM
628
Horrell Capital Management
Arkansas
$30K – – –
SNT
629
Security National Trust
West Virginia
$30K +$5.59K +25 +25%
EFSCE
630
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$2.24K +10 +9%
JIR
631
James Investment Research
Ohio
$28K – – –
S
632
SignatureFD
Georgia
$28K – – –
DAM
633
Delta Asset Management
Tennessee
$24K – – –
FWM
634
Focused Wealth Management
New York
$24K +$22.4K +100 New
Jones Financial Companies
635
Jones Financial Companies
Missouri
$21K -$232K -1,037 -92%
FHA
636
First Horizon Advisors
Tennessee
$19K +$5.82K +26 +49%
FANJ
637
Financial Architects (New Jersey)
New Jersey
$19K +$6.04K +27 +53%
AFC
638
AFT Forsyth & Company
Florida
$14K – – –
CA
639
CapWealth Advisors
Tennessee
$14K – – –
RIA
640
Regal Investment Advisors
Michigan
$14K – – –
PFS
641
Penseco Financial Services
Pennsylvania
$14K +$2.24K +10 +20%
NIM
642
NuWave Investment Management
New Jersey
$13K +$4.25K +19 +56%
EWM
643
Elite Wealth Management
Washington
$13K +$11.9K +53 New
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$12.3K +55 New
PAS
645
Partnervest Advisory Services
California
$12K – – –
HR
646
Howe & Rusling
New York
$11K -$895 -4 -8%
AW
647
Alpha Windward
Massachusetts
$10K – – –
NES
648
New England Securities
New York
$8K – – –
CAW
649
Cornerstone Advisors (Washington)
Washington
$7K – – –
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.94K +31 New