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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
826
TrustCore Financial Services
Tennessee
$18K +$11.2K +289 +145%
IWP
827
Icon Wealth Partners
Texas
$18K +$19.6K +503 New
BAMG
828
Brand Asset Management Group
Missouri
$18K +$19.8K +510 New
MUS
829
Mitsubishi UFJ Securities
Japan
$17K -$94.6K -2,430 -84%
EWM
830
Endurance Wealth Management
Rhode Island
$17K – – –
FMB
831
Field & Main Bank
Kentucky
$17K – – –
WT
832
Washington Trust
Rhode Island
$17K +$18.3K +471 New
AIM
833
Arcadia Investment Management
Michigan
$16K – – –
PFSC
834
Peoples Financial Services Corp
Pennsylvania
$16K – – –
MSA
835
Marino Stram & Associates
Massachusetts
$16K +$1.48K +38 +9%
RWA
836
River Wealth Advisors
Pennsylvania
$16K +$16.7K +429 New
SSB
837
Sandy Spring Bank
Maryland
$15K -$778 -20 -4%
TFO
838
Tarbox Family Office
California
$15K – – –
THWM
839
Taylor Hoffman Wealth Management
Virginia
$15K – – –
HT
840
Heritage Trust
Oklahoma
$14K – – –
SBL
841
Sargent Bickham Lagudis
Colorado
$14K – – –
DWM
842
Destination Wealth Management
California
$13K -$7.98K -205 -36%
CAW
843
Cornerstone Advisors (Washington)
Washington
$13K +$2.37K +61 +21%
HR
844
Howe & Rusling
New York
$13K +$11.8K +304 +498%
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$2.33K -60 -17%
GI
846
Gradient Investments
Minnesota
$11K -$272 -7 -2%
ATC
847
Adirondack Trust Company
New York
$11K – – –
PFPT
848
Pinnacle Financial Partners (Tennessee)
Tennessee
$11K – – –
WB
849
Webster Bank
Connecticut
$11K – – –
MMG
850
Monetary Management Group
Missouri
$10K – – –
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