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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
676
Smartleaf Asset Management
Massachusetts
$47.4K +$25.1K +68 +113%
AA
677
Addison Advisors
Vermont
$47.1K +$29.5K +80 +163%
JWA
678
JFS Wealth Advisors
Pennsylvania
$45.3K – – –
RA
679
Rise Advisors
New York
$41.6K – – –
VAG
680
VisionPoint Advisory Group
Texas
$39.1K +$12.9K +35 +49%
SC
681
Solstein Capital
California
$38.7K – – –
AIM
682
Anchor Investment Management
South Carolina
$38.7K +$18.4K +50 +89%
PFBT
683
Parkside Financial Bank & Trust
Missouri
$37.2K -$4.06K -11 -10%
FMTCOCP
684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K – – –
PGAM
685
Princeton Global Asset Management
New Jersey
$36.5K – – –
CAC
686
Core Alternative Capital
Georgia
$36.1K – – –
HCP
687
Hexagon Capital Partners
Arkansas
$35.4K -$738 -2 -2%
PTC
688
Private Trust Company
Ohio
$35.4K -$738 -2 -2%
IBOK
689
Independence Bank of Kentucky
Kentucky
$34.7K – – –
RFS
690
Richardson Financial Services
Massachusetts
$33.2K -$2.21K -6 -6%
OA
691
Operose Advisors
Wisconsin
$31.8K – – –
OP
692
ORG Partners
Indiana
$30.9K +$31.7K +86 New
VFA
693
Virtus Fund Advisers
Connecticut
$29.9K +$30.3K +82 New
IC
694
Innealta Capital
Texas
$28.8K +$29.1K +79 New
PWMG
695
Private Wealth Management Group
New Jersey
$28.1K +$2.58K +7 +10%
PG
696
Proffitt & Goodson
Tennessee
$27.4K +$27.7K +75 New
MTC
697
Matrix Trust Company
Colorado
$26K +$26.6K +72 New
WTC
698
WhitTier Trust Company
Nevada
$24.1K +$24.3K +66 New
JWM
699
Janiczek Wealth Management
Colorado
$23.7K – – –
BBHC
700
Brown Brothers Harriman & Co
New York
$20.4K +$20.7K +56 New
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28
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