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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
701
San Francisco Sentry Investment Group
California
$57K – – –
SC
702
Sawyer & Company
Massachusetts
$57K – – –
PW
703
Price Wealth
Texas
$54K – – –
OPS
704
Orion Portfolio Solutions
Nebraska
$52K -$18.5K -360 -26%
CB
705
Community Bank
New York
$52K +$52.3K +1,020 New
SIM
706
Sonora Investment Management
Arizona
$51K +$11.7K +228 +29%
TL
707
TrueWealth LLC
Georgia
$49K – – –
SJIM
708
St. Johns Investment Management
Florida
$47K – – –
CLOS
709
Compagnie Lombard Odier SCmA
Switzerland
$45K -$185K -3,600 -80%
ATC
710
Adirondack Trust Company
New York
$45K – – –
HWA
711
HHM Wealth Advisors
Tennessee
$45K – – –
MCM
712
Manchester Capital Management
Vermont
$45K – – –
Nisa Investment Advisors
713
Nisa Investment Advisors
Missouri
$45K – – –
PGAM
714
Princeton Global Asset Management
New Jersey
$45K +$32.8K +640 +254%
OC
715
Oakworth Capital
Alabama
$44K +$7.54K +147 +21%
HIA
716
Harbor Investment Advisory
Maryland
$43K – – –
WAS
717
Winch Advisory Services
Wisconsin
$43K +$4.62K +90 +12%
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K – – –
HI
719
Hoey Investments
Pennsylvania
$41K – – –
KC
720
Knuff & Co
California
$41K – – –
RIM
721
Rockbridge Investment Management
New York
$41K +$41K +800 New
GCM
722
Gables Capital Management
Florida
$40K – – –
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
GI
724
Gradient Investments
Minnesota
$39K +$308 +6 +0.8%
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$4.72K +92 +14%