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LH

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
826
Harvest Group Wealth Management
Massachusetts
$24K – – –
MCM
827
McMillion Capital Management
North Carolina
$22K +$21.2K +123 New
MAWCM
828
Mine & Arao Wealth Creation & Management
California
$20K – – –
OSNBOA
829
Old Second National Bank of Aurora
Illinois
$20K – – –
CWC
830
Carolinas Wealth Consulting
North Carolina
$20K +$20K +116 New
EP
831
Eudaimonia Partners
Tennessee
$20K +$20K +116 New
OCM
832
Orion Capital Management
California
$20K +$20K +116 New
WT
833
Washington Trust
Rhode Island
$18K -$10.9K -63 -38%
MA
834
MCF Advisors
Kentucky
$18K – – –
WTC
835
WhitTier Trust Company
Nevada
$18K +$13.1K +76 +262%
ZB
836
Zions Bancorporation
Utah
$16K -$173 -1 -1%
PAI
837
Pittenger & Anderson Inc
Nebraska
$16K – – –
PFBT
838
Parkside Financial Bank & Trust
Missouri
$16K +$691 +4 +5%
GSAM
839
Grant Street Asset Management
Pennsylvania
$16K +$15.7K +91 New
CL
840
COWA LLC
Oklahoma
$15K +$14K +81 New
VCM
841
Versant Capital Management
Arizona
$13K – – –
BFG
842
Baron Financial Group
New Jersey
$12.2K – – –
CT
843
Caldwell Trust
Florida
$12.2K – – –
PWMG
844
Prestige Wealth Management Group
New Jersey
$12K -$1.04K -6 -8%
SLF
845
Sun Life Financial
Ontario, Canada
$12K -$173 -1 -1%
AWMS
846
Advocacy Wealth Management Services
Georgia
$12K – – –
KTC
847
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
TFM
848
TFC Financial Management
Massachusetts
$12K – – –
EFSCE
849
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$864 +5 +8%
BII
850
Bainco International Investors
Massachusetts
$12K +$11.1K +64 New
32 33
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35 36