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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
826
Chas P. Smith & Associates (CPS)
Florida
$120K -$23.9K -2,519 -16%
DT
827
Diversified Trust
Tennessee
$120K +$532 +56 +0.4%
EFSCE
828
Enterprise Financial Services Corp (EFSC)
Missouri
$120K +$23.4K +2,468 +23%
NP
829
NorthRock Partners
Minnesota
$120K +$124K +13,089 New
FCA
830
FLC Capital Advisors
California
$119K -$156K -16,463 -56%
Cerity Partners
831
Cerity Partners
New York
$119K +$17.5K +1,846 +17%
FHC
832
First Heartland Consultants
Missouri
$118K +$11.9K +1,256 +11%
FMB
833
Field & Main Bank
Kentucky
$118K +$119K +12,517 +3,129%
JSL
834
JT Stratford LLC
Georgia
$118K +$123K +12,897 New
SBSB
835
Sullivan, Bruyette, Speros & Blaney
Virginia
$117K -$1.35K -142 -1%
AAM
836
Auxier Asset Management
Oregon
$117K +$13.7K +1,445 +13%
TMAM
837
Tokio Marine Asset Management
Japan
$117K +$18.8K +1,974 +18%
ATC
838
Argent Trust Co
Tennessee
$116K -$6.22K -655 -5%
Fayez Sarofim & Co
839
Fayez Sarofim & Co
Texas
$116K
EFL
840
ERn Financial LLC
Wisconsin
$116K +$19 +2 +0%
AWM
841
Altium Wealth Management
New York
$116K +$9.36K +985 +8%
RIS
842
Retirement Income Solutions
Michigan
$115K
MWP
843
MYCIO Wealth Partners
Pennsylvania
$115K +$1.15K +121 +1%
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$115K +$2.27K +239 +2%
GG
845
Gofen & Glossberg
Illinois
$114K +$19K +2,000 +19%
LW
846
Linscomb Wealth
Texas
$113K +$66 +7 +0.1%
LIA
847
LBMC Investment Advisors
Tennessee
$113K +$7.5K +790 +7%
PAS
848
Park Avenue Securities
New York
$113K +$117K +12,345 New
DAS
849
Dynamic Advisor Solutions
Arizona
$112K +$116K +12,208 New
CAM
850
Concorde Asset Management
Michigan
$111K -$82.9K -8,724 -42%