Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$61.4K +$39.5K +200 +129%
NC
902
NewSquare Capital
Pennsylvania
$61K – – –
EFSCE
903
Enterprise Financial Services Corp (EFSC)
Missouri
$61K +$17.8K +90 +34%
OIA
904
Optimum Investment Advisors
Illinois
$58K – – –
WPA
905
West Paces Advisors
Georgia
$57.6K -$30.6K -155 -32%
HB
906
Horizon Bancorp
Indiana
$57K – – –
TPWA
907
TRUE Private Wealth Advisors
Oregon
$56K -$29.6K -150 -32%
TFO
908
Tarbox Family Office
California
$56K +$19.5K +99 +44%
CHC
909
City Holding Co
West Virginia
$55K – – –
CBT
910
Central Bank & Trust
Kentucky
$52K -$3.95K -20 -6%
KPCM
911
Kings Point Capital Management
New York
$52K – – –
SAM
912
S.A. Mason
Michigan
$49K – – –
AF
913
Arrow Financial
New York
$48K – – –
NSB
914
Norway Savings Bank
Maine
$48K – – –
PFGIA
915
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$15.2K +77 +40%
EARNEST Partners
916
EARNEST Partners
Georgia
$45K – – –
OSNBOA
917
Old Second National Bank of Aurora
Illinois
$43K -$2.76K -14 -5%
CB
918
Community Bank
New York
$42K – – –
WT
919
Washington Trust
Rhode Island
$40K +$45.6K +231 New
FHA
920
Flagship Harbor Advisors
Massachusetts
$39K – – –
PO
921
Private Ocean
California
$39K – – –
LWM
922
Lenox Wealth Management
Ohio
$39K +$39.5K +200 +769%
LC
923
Lindbrook Capital
California
$36K -$107K -543 -72%
SIAS
924
Shine Investment Advisory Services
Colorado
$36K +$10.5K +53 +34%
BWM
925
Baystate Wealth Management
Massachusetts
$35K +$197 +1 +0.5%