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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
526
Ellevest Inc
New York
$36K -$14.7K -133 -31%
DAM
527
Delta Asset Management
Tennessee
$36K – – –
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
ETC
529
Exchange Traded Concepts
Oklahoma
$34K +$11.2K +101 +56%
CIA
530
CSat Investment Advisory
Michigan
$33K -$103K -930 -77%
OIA
531
Optimum Investment Advisors
Illinois
$33K – – –
HCP
532
Hexagon Capital Partners
Arkansas
$30K – – –
BWM
533
Baystate Wealth Management
Massachusetts
$29K +$221 +2 +0.8%
CI
534
CX Institutional
Indiana
$29K +$11.7K +106 +76%
TPCW
535
TD Private Client Wealth
New York
$26.4K +$1.11K +10 +5%
CBT
536
CoreFirst Bank & Trust
Kansas
$25K +$22.8K +206 New
WT
537
Whittier Trust
California
$23K – – –
POIA
538
Pin Oak Investment Advisors
Texas
$21K – – –
ACA
539
Atlas Capital Advisors
Wyoming
$20.1K +$18.6K +168 New
WEC
540
Winslow Evans & Crocker
Massachusetts
$20K – – –
ST
541
Smithfield Trust
Pennsylvania
$20K +$3.32K +30 +22%
HNB
542
Huntington National Bank
Ohio
$18K – – –
NFSG
543
Newbridge Financial Services Group
Florida
$18K – – –
TFS
544
TrustCore Financial Services
Tennessee
$18K – – –
RPWA
545
Regent Peak Wealth Advisors
Georgia
$18K +$17.1K +154 New
TH
546
TCTC Holdings
Texas
$18K +$17.1K +154 New
BFC
547
Bedel Financial Consulting
Indiana
$17K – – –
NFG
548
Next Financial Group
Texas
$17K +$2.99K +27 +23%
CMA
549
Cedar Mountain Advisors
Oregon
$16K – – –
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$16K +$2.33K +21 +19%
20 21
22
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