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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1126
Lountzis Asset Management
Pennsylvania
$137K – – –
PCFFS
1127
Pacific Center for Financial Services
California
$137K – – –
SB
1128
Strategic Blueprint
Georgia
$128K +$129K +442 New
EFSCE
1129
Enterprise Financial Services Corp (EFSC)
Missouri
$126K +$2.62K +9 +2%
CFA
1130
Carroll Financial Associates
North Carolina
$125K +$5.54K +19 +5%
IBOK
1131
Independence Bank of Kentucky
Kentucky
$123K -$16K -55 -11%
LC
1132
Lindbrook Capital
California
$123K +$583 +2 +0.5%
FMP
1133
Financial Management Professionals
Texas
$120K +$9.91K +34 +9%
HFA
1134
Hoover Financial Advisors
Pennsylvania
$116K -$2.33K -8 -2%
PCG
1135
Private Capital Group
Connecticut
$109K +$1.75K +6 +2%
WWM
1136
Wolff Wiese Magana
California
$109K +$2.92K +10 +3%
AIM
1137
Anchor Investment Management
South Carolina
$108K – – –
WQ
1138
Wealth Quarterback
New Jersey
$108K +$109K +373 New
BFC
1139
Bedel Financial Consulting
Indiana
$104K – – –
NC
1140
NewSquare Capital
Pennsylvania
$101K – – –
PFGIA
1141
Patriot Financial Group Insurance Agency
Massachusetts
$100K -$292 -1 -0.3%
PSB
1142
Piscataqua Savings Bank
New Hampshire
$100K – – –
PWM
1143
Prentice Wealth Management
New York
$99K +$46.9K +161 +88%
GWS
1144
Glassman Wealth Services
Virginia
$97K +$10.2K +35 +12%
WPA
1145
West Paces Advisors
Georgia
$96.3K – – –
OIA
1146
Optimum Investment Advisors
Illinois
$95K – – –
LJHT
1147
Laurie J. Hall Trustee
$94K – – –
EWM
1148
Evermay Wealth Management
Virginia
$93K +$93.3K +320 New
CHC
1149
City Holding Co
West Virginia
$92K – – –
OIS
1150
Okabena Investment Services
Minnesota
$90K +$90.4K +310 New
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