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Name Holding Trade Value Shares
Change 		Change in
Stake
UMA
1351
USA Mutuals Advisors
Texas
$392K – – –
BOS
1352
Bank of Stockton
California
$390K -$308K -7,580 -43%
SFT
1353
Simmons First Trust
Arkansas
$388K -$3.17K -78 -0.8%
PP
1354
Pegasus Partners
Wisconsin
$388K +$403K +9,900 New
HFM
1355
Hartford Financial Management
Connecticut
$385K +$81 +2 +0%
PFS
1356
Prospera Financial Services
Texas
$384K -$29.9K -736 -7%
CW
1357
Cobiz Wealth
Colorado
$384K – – –
IA
1358
Icon Advisers
Colorado
$384K – – –
EAM
1359
Evanson Asset Management
California
$380K +$2.12K +52 +0.5%
PHAM
1360
Palisades Hudson Asset Management
Florida
$379K -$131K -3,214 -25%
HPBT
1361
High Point Bank & Trust
North Carolina
$379K -$89.5K -2,200 -19%
IFS
1362
Ifrah Financial Services
Arkansas
$377K – – –
EWA
1363
Exencial Wealth Advisors
Oklahoma
$376K -$44K -1,082 -11%
WP
1364
WealthPLAN Partners
Nebraska
$376K +$82.2K +2,020 +27%
EFSCE
1365
Enterprise Financial Services Corp (EFSC)
Missouri
$375K -$20.3K -498 -5%
TT
1366
Tiedemann Trust
Delaware
$373K -$4.43K -109 -1%
ZIM
1367
Zacks Investment Management
Illinois
$372K +$141K +3,455 +57%
VCAM
1368
Van Cleef Asset Management
Ohio
$370K -$4.07K -100 -1%
EWM
1369
Empirical Wealth Management
Washington
$369K +$115K +2,827 +43%
AIS
1370
American Investment Services
Massachusetts
$369K +$382K +9,400 New
ECAM
1371
East Coast Asset Management
Massachusetts
$367K -$7.89K -194 -2%
CFS
1372
Commonwealth Financial Services
West Virginia
$364K -$4.31K -106 -1%
SIG
1373
Schaller Investment Group
North Carolina
$363K – – –
MMG
1374
Monetary Management Group
Missouri
$362K -$1.12M -27,600 -75%
MWP
1375
MYCIO Wealth Partners
Pennsylvania
$361K -$14.4K -354 -4%
53 54
55
56 57