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Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
701
Old Second National Bank of Aurora
Illinois
$28K – – –
TC
702
Trust Company
Kansas
$28K – – –
TL
703
TrueWealth LLC
Georgia
$27K – – –
CAPTRUST Financial Advisors
704
CAPTRUST Financial Advisors
North Carolina
$26K +$5.71K +192 +27%
DSC
705
Duncker Streett & Co
Missouri
$26K +$23.8K +800 +1,053%
TAIM
706
TD Ameritrade Investment Management
Nebraska
$26K +$26.2K +881 New
PWAG
707
Polaris Wealth Advisory Group
California
$26K +$26.9K +903 New
GRP
708
Global Retirement Partners
California
$25K -$13K -438 -34%
TG
709
TLP Group
Illinois
$25K +$25.2K +848 New
AW
710
Alpha Windward
Massachusetts
$24K – – –
HS
711
Horan Securities
United States
$24K +$60 +2 +0.2%
VIA
712
Vantage Investment Advisors
Pennsylvania
$23K – – –
ME
713
McIlrath & Eck
Washington
$23K +$2.23K +75 +11%
ICM
714
IMS Capital Management
Oregon
$23K +$23.8K +800 New
JG
715
Jefferies Group
New York
$22K -$20.4M -684,042 -100%
PFBT
716
Parkside Financial Bank & Trust
Missouri
$22K -$922 -31 -4%
CAW
717
Cornerstone Advisors (Washington)
Washington
$22K +$2.14K +72 +11%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
MSFP
719
Mark Sheptoff Financial Planning
Connecticut
$20K +$20.8K +700 New
FAM
720
Fred Alger Management
New York
$19K +$19.3K +650 New
SFA
721
Spectrum Financial Alliance
Kentucky
$18K – – –
BA
722
Ballew Advisors
Mississippi
$17K -$1.49K -50 -8%
PW
723
Price Wealth
Texas
$16K -$2.38K -80 -13%
FC
724
Ferris Capital
Massachusetts
$16K -$1.19K -40 -7%
MIM
725
Macroview Investment Management
Maryland
$15K – – –