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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$15K – – –
OC
402
Oakworth Capital
Alabama
$14K – – –
SIAS
403
Shine Investment Advisory Services
Colorado
$14K – – –
IAS
404
IMA Advisory Services
Colorado
$13K – – –
CHC
405
City Holding Co
West Virginia
$11K -$5.66K -38 -35%
IBOK
406
Independence Bank of Kentucky
Kentucky
$9K -$6.71K -45 -43%
S
407
SignatureFD
Georgia
$9K -$1.64K -11 -16%
SPIA
408
Steward Partners Investment Advisory
New York
$9K – – –
RWA
409
River Wealth Advisors
Pennsylvania
$8K – – –
CFD
410
Creative Financial Designs
Indiana
$6K – – –
EARNEST Partners
411
EARNEST Partners
Georgia
$6K – – –
VNA
412
Valley National Advisers
Pennsylvania
$6K – – –
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$2.09K +14 +58%
APP
414
Avantax Planning Partners
Iowa
$6K +$5.96K +40 New
WF
415
WealthTrust Fairport
Ohio
$5K – – –
FPFS
416
First Personal Financial Services
North Carolina
$5K +$894 +6 +21%
TCA
417
Tortoise Capital Advisors
Kansas
$3K -$1.34K -9 -31%
CFG
418
Citizens Financial Group
Rhode Island
$3K – – –
CCM
419
Cribstone Capital Management
Maine
$3K – – –
PMFA
420
Plante Moran Financial Advisors
Michigan
$3K – – –
TFO
421
Tarbox Family Office
California
$3K – – –
TWA
422
TCI Wealth Advisors
Arizona
$3K – – –
VCM
423
Vigilant Capital Management
Maine
$3K – – –
BWM
424
BerganKDV Wealth Management
Minnesota
$2K – – –
FHA
425
Flagship Harbor Advisors
Massachusetts
$2K – – –