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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1226
Personal CFO Solutions
New Jersey
$246K +$12.5K +681 +6%
PP
1227
Prudential plc
United Kingdom
$245K -$967K -52,571 -82%
CAM
1228
Claret Asset Management
Quebec, Canada
$244K – – –
CHAM
1229
Clear Harbor Asset Management
Connecticut
$244K – – –
LFG
1230
Larson Financial Group
Missouri
$244K +$126K +6,864 +140%
WI
1231
Wintrust Investments
Illinois
$243K -$46K -2,500 -10%
CWA
1232
Canvas Wealth Advisors
Kansas
$243K +$6.53K +355 +3%
SC
1233
Schubert & Co
Texas
$243K +$215K +11,687 New
ATWA
1234
Arbor Trust Wealth Advisors
Michigan
$241K -$8.61K -468 -4%
KA
1235
Kozak & Associates
Colorado
$240K +$14.5K +786 +6%
HAS
1236
HBW Advisory Services
California
$239K -$25.1K -1,366 -11%
MSA
1237
Marino Stram & Associates
Massachusetts
$239K +$166 +9 +0.1%
EWM
1238
EPG Wealth Management
Georgia
$238K +$12.9K +699 +6%
EA
1239
Eudaimonia Advisors
Tennessee
$238K +$211K +11,440 New
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$237K -$52.4K -2,848 -20%
GEA
1241
Glen Eagle Advisors
New Jersey
$236K -$51.9K -2,821 -20%
LIA
1242
LBMC Investment Advisors
Tennessee
$236K +$9.59K +521 +5%
T
1243
TOBAM
France
$235K -$36.6K -1,989 -15%
FPFS
1244
First Personal Financial Services
North Carolina
$235K +$258 +14 +0.1%
TCOK
1245
Trust Company of Kansas
Kansas
$235K +$208K +11,327 New
KCM
1246
Kennedy Capital Management
Missouri
$234K +$681 +37 +0.3%
CTC
1247
Central Trust Company
Missouri
$234K +$25.7K +1,397 +14%
MCA
1248
Millennium Capital Advisors
Arkansas
$233K +$206K +11,214 New
AC
1249
Abbrea Capital
California
$231K +$204K +11,102 New
FPCP
1250
Fort Point Capital Partners
California
$231K +$205K +11,122 New
48 49
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