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Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
CX Institutional
Indiana
$8K +$10.3K +84 New
EARNEST Partners
602
EARNEST Partners
Georgia
$7K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$7K +$245 +2 +3%
VFA
604
Valeo Financial Advisors
Indiana
$7K +$612 +5 +8%
First Manhattan
605
First Manhattan
New York
$7K +$9.8K +80 New
HR
606
Howe & Rusling
New York
$5K -$7.96K -65 -55%
SNT
607
Security National Trust
West Virginia
$5K +$6K +49 New
RDWM
608
Red Door Wealth Management
Tennessee
$5K +$7.71K +63 New
BL
609
Balentine LLC
Georgia
$4K -$35.1K -287 -86%
HNB
610
Huntington National Bank
Ohio
$4K -$8.45K -69 -61%
IFAM
611
Institutional & Family Asset Management
Colorado
$4K
EFSCE
612
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.1K +9 +24%
CA
613
Centerpoint Advisors
Massachusetts
$3K
CBT
614
Central Bank & Trust
Kentucky
$3K
GRP
615
Global Retirement Partners
California
$3K
SA
616
SRH Advisors
Kansas
$3K
NC
617
NewSquare Capital
Pennsylvania
$3K +$4.29K +35 New
OAM
618
Optimal Asset Management
California
$2.29K +$2.04M +16,633 +209%
BC
619
Barnett & Company
Tennessee
$2K -$4.53K -37 -66%
FHA
620
Flagship Harbor Advisors
Massachusetts
$2K
FRA
621
Front Row Advisors
California
$2K
PMFA
622
Plante Moran Financial Advisors
Michigan
$2K
WT
623
Washington Trust
Rhode Island
$2K +$2.33K +19 New
CA
624
Clearstead Advisors
Ohio
$2K +$2.57K +21 New
EIP
625
Ellis Investment Partners
Pennsylvania
$2K +$3.55K +29 New