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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1076
Plante Moran Financial Advisors
Michigan
$68K +$29.2K +153 +79%
AF
1077
Allworth Financial
California
$63K – – –
RFS
1078
Rockefeller Financial Services
New York
$59K – – –
JCM
1079
Jacobi Capital Management
Pennsylvania
$59K +$57.7K +302 New
CB
1080
Community Bank
New York
$55K -$4.97K -26 -8%
TC
1081
Trust Company
Kansas
$53K – – –
WEC
1082
Winslow Evans & Crocker
Massachusetts
$52.7K – – –
PCP
1083
Proficio Capital Partners
Massachusetts
$52K +$35.3K +185 +223%
TDC
1084
Thompson Davis & Co
Virginia
$50K +$191 +1 +0.4%
CAG
1085
Crestwood Advisors Group
Massachusetts
$50K +$50.2K +263 New
SWA
1086
Sutton Wealth Advisors
Florida
$49.8K – – –
LF
1087
Lee Financial
Texas
$49K -$10.9K -57 -19%
BIG
1088
Bellwether Investment Group
Tennessee
$48K -$60.4K -316 -56%
MIHAS
1089
Maj Invest Holding A/S
Denmark
$47K +$46K +241 New
GRP
1090
Global Retirement Partners
California
$46K +$9.55K +50 +27%
NSIM
1091
North Star Investment Management
Illinois
$44K +$3.82K +20 +10%
PCTC
1092
Perkins Coie Trust Company
Washington
$42K – – –
EA
1093
Edge Advisors
Georgia
$42K +$14.3K +75 +52%
IUHSA
1094
Itau Unibanco Holding S.A.
Brazil
$41K +$40.5K +212 New
EFSCE
1095
Enterprise Financial Services Corp (EFSC)
Missouri
$40K – – –
WA
1096
WealthTrust-Arizona
Arizona
$40K – – –
ZB
1097
Zions Bancorporation
Utah
$39K -$36.7K -192 -49%
BGIM
1098
Brandywine Global Investment Management
Pennsylvania
$39K – – –
GAM
1099
Gemmer Asset Management
California
$39K – – –
NC
1100
NewSquare Capital
Pennsylvania
$39K – – –
42 43
44
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