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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
501
Fred Alger Management
New York
$18K +$16.4K +525 New
PMFA
502
Plante Moran Financial Advisors
Michigan
$16K +$8.02K +257 +132%
HCA
503
Horan Capital Advisors
Ohio
$16K +$14.8K +474 New
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$15K
FCA
506
FinTrust Capital Advisors
South Carolina
$14K
GAM
507
Gemmer Asset Management
California
$14K
LC
508
Lindbrook Capital
California
$14K
OC
509
Oakworth Capital
Alabama
$14K
WT
510
Washington Trust
Rhode Island
$14K
CPW
511
Catalyst Private Wealth
California
$14K +$12.3K +395 New
KFS
512
Kelly Financial Services
Massachusetts
$13.3K
TF
513
Tompkins Financial
New York
$13K -$10.3K -331 -48%
LWA
514
Lowe Wealth Advisors
Maryland
$13K
AA
515
Advisory Alpha
Michigan
$13K +$12.3K +395 New
BWM
516
Baystate Wealth Management
Massachusetts
$12K
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$12K
PVH
518
Psagot Value Holdings
Israel
$12K
CB
519
CNB Bank
Pennsylvania
$11K
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GWMIA
521
Global Wealth Management Investment Advisory
Florida
$10K -$8.27K -265 -48%
CB
522
Community Bank
New York
$10K
PFBT
523
Parkside Financial Bank & Trust
Missouri
$9K -$2.4K -77 -22%
HIA
524
Harbor Investment Advisory
Maryland
$9K
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K