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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1051
Next Financial Group
Texas
$108K +$16.2K +106 +18%
EFSCE
1052
Enterprise Financial Services Corp (EFSC)
Missouri
$108K +$38.6K +252 +57%
CHA
1053
Carmichael Hill & Associates
Maryland
$108K +$106K +691 New
DAM
1054
Delta Asset Management
Tennessee
$106K +$7.04K +46 +7%
PB
1055
Pinnacle Bancorp
Nebraska
$105K -$5.36K -35 -5%
DWA
1056
Dougherty Wealth Advisers
Minnesota
$103K – – –
MAM
1057
Meeder Asset Management
Ohio
$101K -$89.4K -584 -47%
PMFA
1058
Plante Moran Financial Advisors
Michigan
$101K -$25.9K -169 -21%
CFA
1059
Carroll Financial Associates
North Carolina
$101K +$2.29K +15 +2%
BFC
1060
Bedel Financial Consulting
Indiana
$99K – – –
MSFP
1061
Mark Sheptoff Financial Planning
Connecticut
$97K – – –
HIA
1062
Harbor Investment Advisory
Maryland
$95K +$93.2K +609 New
CHC
1063
City Holding Co
West Virginia
$93K – – –
FFC
1064
First Financial Corp
Indiana
$92K -$30.6K -200 -25%
TWA
1065
TCI Wealth Advisors
Arizona
$85K +$2.29K +15 +3%
ONST
1066
Old North State Trust
North Carolina
$81K -$7.34K -48 -8%
SIC
1067
Salem Investment Counselors
North Carolina
$79K +$63.8K +417 +469%
PP
1068
Pacifica Partners
Canada
$78K +$76.5K +500 New
EWP
1069
Engrave Wealth Partners
Texas
$78K +$77.3K +505 New
SMFS
1070
Squar Milner Financial Services
California
$77K +$76.2K +498 New
CAL
1071
Capital Advisors Ltd
Ohio
$76K – – –
AFS
1072
Aft Forsyth & Sober
Florida
$76K +$75K +490 New
SC
1073
Sawyer & Company
Massachusetts
$75K – – –
KPCM
1074
Kings Point Capital Management
New York
$73K – – –
BWP
1075
Baldwin Wealth Partners
Massachusetts
$72K -$3.37K -22 -5%
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