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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
801
Canton Hathaway
Rhode Island
$17K – – –
EWM
802
Endurance Wealth Management
Rhode Island
$17K – – –
MUS
803
Mitsubishi UFJ Securities
Japan
$17K – – –
PFSC
804
Peoples Financial Services Corp
Pennsylvania
$16K – – –
SSB
805
Sandy Spring Bank
Maryland
$16K – – –
CFA
806
Carroll Financial Associates
North Carolina
$16K +$139 +4 +0.9%
MSA
807
Marino Stram & Associates
Massachusetts
$16K +$1.18K +34 +8%
THWM
808
Taylor Hoffman Wealth Management
Virginia
$15K – – –
CB
809
CNB Bank
Pennsylvania
$15K +$10.4K +300 +300%
RIA
810
Realta Investment Advisors
Delaware
$15K +$13.5K +389 New
OSNBOA
811
Old Second National Bank of Aurora
Illinois
$14K -$216K -6,236 -94%
TFO
812
Tarbox Family Office
California
$14K – – –
DWM
813
Destination Wealth Management
California
$14K +$35 +1 +0.3%
FAM
814
Fred Alger Management
New York
$13K -$46.7K -1,346 -79%
PB
815
Pinnacle Bancorp
Nebraska
$13K -$5.2K -150 -31%
BHWM
816
Bay Harbor Wealth Management
Maryland
$13K – – –
ATC
817
Adirondack Trust Company
New York
$12K – – –
EFSCE
818
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$3.3K +95 +44%
PFPT
819
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$10.8K +311 New
AF
820
Advisornet Financial
Minnesota
$11K – – –
GI
821
Gradient Investments
Minnesota
$11K – – –
SL
822
Salomon & Ludwin
Virginia
$11K – – –
TI
823
Truehand Inc
New Hampshire
$11K – – –
PMFA
824
Plante Moran Financial Advisors
Michigan
$11K +$10.4K +300 New
CIA
825
CSat Investment Advisory
Michigan
$10K -$2.29K -66 -20%
31 32
33
34 35