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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
751
Arax Advisory Partners
Colorado
$22K +$890 +5 +4%
VCM
752
Versant Capital Management
Arizona
$21K -$356 -2 -2%
PFBT
753
Parkside Financial Bank & Trust
Missouri
$21K – – –
ST
754
Smithfield Trust
Pennsylvania
$21K +$3.92K +22 +24%
WOC
755
West Oak Capital
California
$20.6K +$19.6K +110 New
KF
756
Krilogy Financial
Missouri
$19K – – –
WIM
757
Westside Investment Management
California
$18K -$4.27K -24 -20%
EFSCE
758
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
PWM
759
Perigon Wealth Management
California
$12K – – –
PMFA
760
Plante Moran Financial Advisors
Michigan
$10K – – –
FMTCOCP
761
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.35K – – –
ADL
762
Asset Dedication LLC
California
$9K – – –
AWM
763
Avior Wealth Management
Nebraska
$9K – – –
Loomis, Sayles & Company
764
Loomis, Sayles & Company
Massachusetts
$9K – – –
MCM
765
MV Capital Management
Maryland
$9K – – –
GAM
766
Guinness Asset Management
United Kingdom
$8K – – –
CG
767
Cutler Group
California
$8K +$7.83K +44 New
OFW
768
Omnia Family Wealth
Florida
$7K -$1.6K -9 -20%
AIM
769
Advantage Investment Management
Iowa
$7K – – –
DVM
770
Dreman Value Management
Florida
$7K – – –
OC
771
Oakworth Capital
Alabama
$7K – – –
QAM
772
QCI Asset Management
New York
$7K – – –
OIA
773
OneDigital Investment Advisors
Kansas
$7K +$534 +3 +9%
VFA
774
Valeo Financial Advisors
Indiana
$7K +$6.23K +35 New
MFW
775
Mosaic Family Wealth
Missouri
$6K -$890 -5 -14%