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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
551
West Oak Capital
California
$43K – – –
SFSIG
552
San Francisco Sentry Investment Group
California
$43K +$40.4K +325 New
EFSCE
553
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$3.11K +25 +8%
ACM
554
Allred Capital Management
Texas
$41.7K +$39.3K +316 New
DAM
555
Delta Asset Management
Tennessee
$40K – – –
CI
556
CX Institutional
Indiana
$38K +$5.47K +44 +18%
OIA
557
Optimum Investment Advisors
Illinois
$36K – – –
HCP
558
Hexagon Capital Partners
Arkansas
$36K +$2.49K +20 +8%
RFA
559
Reilly Financial Advisors
California
$35K +$32.9K +264 New
SWM
560
Spire Wealth Management
Virginia
$34K +$51K +410 New
BWM
561
Baystate Wealth Management
Massachusetts
$32K +$124 +1 +0.4%
HFM
562
Harvest Fund Management
China
$30K +$29.2K +235 New
TPCW
563
TD Private Client Wealth
New York
$29.9K +$747 +6 +3%
AWA
564
Arkadios Wealth Advisors
Georgia
$28K +$11.4K +92 +75%
CBT
565
CoreFirst Bank & Trust
Kansas
$27K – – –
WT
566
Whittier Trust
California
$26K – – –
POIA
567
Pin Oak Investment Advisors
Texas
$23K – – –
ACA
568
Atlas Capital Advisors
Wyoming
$22.1K – – –
ST
569
Smithfield Trust
Pennsylvania
$22K – – –
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$22K +$4.6K +37 +28%
SIC
571
Salem Investment Counselors
North Carolina
$21K +$19.9K +160 New
HNB
572
Huntington National Bank
Ohio
$20K – – –
TH
573
TCTC Holdings
Texas
$20K – – –
TFS
574
TrustCore Financial Services
Tennessee
$20K – – –
TCM
575
Tradewinds Capital Management
Washington
$20K +$18.7K +150 New
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