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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
1601
Parametrica Management
Hong Kong
$219K +$234K +3,757 New
KMWM
1602
Keudell/Morrison Wealth Management
Oregon
$218K +$14.7K +237 +7%
XS
1603
XR Securities
Illinois
$218K +$232K +3,726 New
EFSCE
1604
Enterprise Financial Services Corp (EFSC)
Missouri
$216K -$9.15K -147 -4%
AMIM
1605
Aull & Monroe Investment Management
Alabama
$216K +$25K +402 +12%
JSC
1606
Jackson Square Capital
California
$216K +$159K +2,551 +224%
DWM
1607
Doyle Wealth Management
Florida
$215K +$21.5K +345 +10%
PSP
1608
Principal Street Partners
Tennessee
$215K +$229K +3,678 New
RA
1609
Rational Advisors
New York
$213K +$223K +3,585 +5,782%
KWA
1610
KCS Wealth Advisory
California
$212K -$82.7K -1,329 -27%
AIC
1611
Ameritas Investment Company
Nebraska
$212K – – –
WI
1612
WrapManager Inc
California
$212K +$226K +3,632 New
BSB
1613
Bangor Savings Bank
Maine
$211K -$311 -5 -0.1%
CSWG
1614
Cardinal Strategic Wealth Guidance
Kentucky
$211K – – –
CNBTD
1615
Citizens National Bank Trust Department
Mississippi
$211K – – –
TCM
1616
Tradewinds Capital Management
Washington
$211K – – –
CCM
1617
Coldstream Capital Management
Washington
$210K -$62.2K -999 -22%
PP
1618
Palladium Partners
Virginia
$210K +$18.6K +299 +9%
MFW
1619
Mosaic Family Wealth
Missouri
$210K +$223K +3,589 New
OC
1620
Oakworth Capital
Alabama
$209K +$10.9K +175 +5%
CL
1621
Choreo LLC
Illinois
$208K – – –
NP
1622
NorthRock Partners
Minnesota
$208K +$2.3K +37 +1%
SAM
1623
SignalPoint Asset Management
Missouri
$207K -$34.3K -552 -13%
WG
1624
Watchman Group
Texas
$205K – – –
GBT
1625
Grove Bank & Trust
Florida
$204K -$4.29K -69 -2%
63 64
65
66 67