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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
551
Indiana Trust & Investment Management
Indiana
$22K +$23.8K +700 New
HR
552
Howe & Rusling
New York
$21K
SNT
553
Security National Trust
West Virginia
$19K
MUMSS
554
Mitsubishi UFJ Morgan Stanley Securities
Japan
$18K
CFS
555
Community Financial System
New York
$17K
TCOV
556
Trust Company of Vermont
Vermont
$13K -$102 -3 -0.7%
PAS
557
Partnervest Advisory Services
California
$11K -$408 -12 -3%
JFA
558
JNBA Financial Advisors
Minnesota
$11K
FBC
559
Fairfield, Bush & Co
Connecticut
$9K
SHWM
560
Smith & Howard Wealth Management
Georgia
$9K
WCMN
561
Westchester Capital Management (Nebraska)
Nebraska
$9K +$9.9K +291 New
PCM
562
Prelude Capital Management
New York
$8K -$115K -3,380 -93%
PMFA
563
Plante Moran Financial Advisors
Michigan
$8K -$1.63K -48 -15%
GGPS
564
Gary Goldberg Planning Services
New York
$8K
BC
565
Bartlett & Co
Ohio
$6K -$5.62K -165 -48%
KTC
566
Kistler-Tiffany Companies
Pennsylvania
$6K
ST
567
Smithfield Trust
Pennsylvania
$6K
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$3.2K +94 +111%
IWC
569
Integrated Wealth Counsel
California
$5.77K
AC
570
Alexandria Capital
Virginia
$5K -$5.85K -172 -52%
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.11K +150 New
MA
572
MCF Advisors
Kentucky
$5K +$5.11K +150 New
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$5K +$5.58K +164 New
TFA
574
Transamerica Financial Advisors
Florida
$4K -$257K -7,555 -99%
BGIM
575
Brandywine Global Investment Management
Pennsylvania
$4K