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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$37K – – –
S
302
SignatureFD
Georgia
$36K -$5.12K -49 -12%
ST
303
Smithfield Trust
Pennsylvania
$34K – – –
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$11.2K -107 -26%
PCG
305
Private Capital Group
Connecticut
$31K – – –
CTC
306
Central Trust Company
Missouri
$27K – – –
Cohen & Steers
307
Cohen & Steers
New York
$25K -$9.4K -90 -27%
AF
308
Arrow Financial
New York
$24K – – –
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$2.4K +23 +12%
MAM
310
McCarthy Asset Management
California
$21K – – –
SCA
311
Stonebridge Capital Advisors
Minnesota
$21K – – –
ST
312
Sageworth Trust
Pennsylvania
$20K – – –
IBOK
313
Independence Bank of Kentucky
Kentucky
$19K – – –
CA
314
Clearstead Advisors
Ohio
$17K +$17.1K +164 New
NFG
315
Next Financial Group
Texas
$16K – – –
SWM
316
Selective Wealth Management
Virginia
$16K – – –
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$14.1K +$14.2K +136 New
LF
318
Lee Financial
Texas
$14K – – –
FP
319
Financial Perspectives
Minnesota
$10.2K – – –
QCG
320
Quadrant Capital Group
Ohio
$10K -$105 -1 -1%
AWM
321
Accel Wealth Management
Iowa
$10K – – –
CFB
322
Cullen/Frost Bankers
Texas
$10K – – –
IUHSA
323
Itau Unibanco Holding S.A.
Brazil
$10K +$10.6K +101 New
EARNEST Partners
324
EARNEST Partners
Georgia
$9K – – –
TAIM
325
TD Ameritrade Investment Management
Nebraska
$9K +$11.3K +108 New