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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
276
Delta Asset Management
Tennessee
$15K
OC
277
Oakworth Capital
Alabama
$15K
S
278
SignatureFD
Georgia
$11K -$16.1K -117 -47%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$10K +$17.2K +125 New
AW
280
Alpha Windward
Massachusetts
$9K
OIA
281
Optimum Investment Advisors
Illinois
$9K
HNB
282
Huntington National Bank
Ohio
$8K -$68.7K -500 -83%
EFSCE
283
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$15.2K -111 -52%
TCOV
284
Trust Company of Vermont
Vermont
$8K -$6.87K -50 -33%
AA
285
Ancora Advisors
Ohio
$8K
EWM
286
Edge Wealth Management
New York
$8K
SMFS
287
Squar Milner Financial Services
California
$8K
EWM
288
EPG Wealth Management
Georgia
$8K +$13.7K +100 New
PRC
289
Pearl River Capital
Michigan
$8K +$13.7K +100 New
LS
290
Leelyn Smith
Illinois
$7K
SIS
291
Sound Income Strategies
Florida
$6K
CFG
292
Citizens Financial Group
Rhode Island
$6K +$10.3K +75 New
HGWM
293
Harvest Group Wealth Management
Massachusetts
$5K
VFA
294
Valeo Financial Advisors
Indiana
$5K
TFGT
295
TS Financial Group (TSFG)
Illinois
$4K -$13.7K -100 -67%
PCIA
296
Prime Capital Investment Advisors
Kansas
$4K
VCM
297
Versant Capital Management
Arizona
$4K +$1.92K +14 +30%
CCM
298
Cox Capital Management
Massachusetts
$4K +$3.71K +27 New
QCG
299
Quadrant Capital Group
Ohio
$4K +$6.04K +44 New
WQ
300
Wealth Quarterback
New Jersey
$3.1K -$549 -4 -10%