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Name Holding Trade Value Shares
Change
Change in
Stake
TC
651
Trust Company
Kansas
$23K – – –
LFG
652
LifePlan Financial Group
Ohio
$23K +$25.8K +950 New
TL
653
TrueWealth LLC
Georgia
$22K – – –
KF
654
Krilogy Financial
Missouri
$22K +$23.3K +856 +1,861%
MBT
655
Monroe Bank & Trust
Michigan
$21K – – –
EFSCE
656
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$3.56K +131 +17%
KA
657
Kaizen Advisory
Illinois
$20K – – –
SA
658
SRH Advisors
Kansas
$20K – – –
WDL
659
Well Done LLC
Michigan
$20K +$22.7K +835 New
VIA
660
Vantage Investment Advisors
Pennsylvania
$19K -$32.6K -1,200 -60%
MOS
661
MGO One Seven
Ohio
$19K +$2.63K +97 +14%
TI
662
Truepoint Inc
Ohio
$18.1K -$478K -17,608 -98%
Financial Engines Advisors
663
Financial Engines Advisors
California
$17K -$1.71K -63 -8%
CB
664
Community Bank
New York
$17K – – –
NCM
665
Nelson Capital Management
California
$16K – – –
BA
666
Ballew Advisors
Mississippi
$16K +$17.7K +650 New
PFBT
667
Parkside Financial Bank & Trust
Missouri
$15K -$380 -14 -2%
SFA
668
Spectrum Financial Alliance
Kentucky
$15K +$17.9K +659 New
FC
669
Ferris Capital
Massachusetts
$14K +$16.3K +600 New
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$12.1K +$12.1K +447 +745%
CAW
671
Cornerstone Advisors (Washington)
Washington
$12K – – –
MIM
672
Macroview Investment Management
Maryland
$12K +$13.7K +506 New
CFG
673
Citizens Financial Group
Rhode Island
$11K -$153K -5,629 -92%
BL
674
Balentine LLC
Georgia
$11K -$152K -5,578 -93%
IFAM
675
Institutional & Family Asset Management
Colorado
$11K +$12.5K +459 New