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LEA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
351
CSat Investment Advisory
Michigan
$19K -$578K -5,074 -97%
VCM
352
Vigilant Capital Management
Maine
$18K +$18.8K +165 New
IA
353
IFP Advisors
Florida
$17K – – –
NFG
354
Next Financial Group
Texas
$17K +$17.7K +155 New
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$15K +$16K +140 New
LWANC
356
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
GT
357
Glenmede Trust
Pennsylvania
$14K +$2.28K +20 +18%
PCG
358
Private Capital Group
Connecticut
$12K – – –
RMC
359
Resources Management Corp
Connecticut
$12K – – –
PB
360
Pinnacle Bancorp
Nebraska
$11K -$9.69K -85 -46%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
GWM
362
Geneos Wealth Management
Colorado
$11K – – –
SWM
363
Sugarloaf Wealth Management
Georgia
$11K – – –
AW
364
Alpha Windward
Massachusetts
$9K -$5.13K -45 -35%
CWC
365
Carolinas Wealth Consulting
North Carolina
$9K +$9.35K +82 New
BCA
366
Berman Capital Advisors
Georgia
$8K -$1.82K -16 -17%
ONST
367
Old North State Trust
North Carolina
$8K +$7.87K +69 New
TAIM
368
TD Ameritrade Investment Management
Nebraska
$7K +$684 +6 +11%
GRP
369
Global Retirement Partners
California
$6K – – –
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$6K +$4.45K +39 +229%
LWM
371
Liberty Wealth Management
California
$5K -$456 -4 -8%
CAW
372
Cornerstone Advisors (Washington)
Washington
$5K – – –
GAM
373
Gemmer Asset Management
California
$5K – – –
TFGT
374
TS Financial Group (TSFG)
Illinois
$5K – – –
CFA
375
Carroll Financial Associates
North Carolina
$4K -$684 -6 -12%
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