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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
551
Whittier Trust
California
$31K – – –
DAM
552
Delta Asset Management
Tennessee
$30K -$7.99K -250 -21%
TFO
553
Tarbox Family Office
California
$30K +$30.2K +946 New
FAM
554
Formidable Asset Management
Ohio
$29K – – –
SSB
555
Sandy Spring Bank
Maryland
$28K -$42.1K -1,317 -60%
PMFA
556
Plante Moran Financial Advisors
Michigan
$28K +$19.8K +619 +235%
HPBT
557
High Point Bank & Trust
North Carolina
$27K – – –
VIA
558
Vantage Investment Advisors
Pennsylvania
$26K +$26.4K +827 New
HI
559
Hudock Inc
Pennsylvania
$24K -$32 -1 -0.1%
MI
560
Markston International
New York
$24K – – –
PFA
561
Paradigm Financial Advisors
Missouri
$24K +$24.4K +765 New
CFN
562
Cordasco Financial Network
Florida
$23K +$22.6K +707 New
PSUF
563
People's United Financial
Connecticut
$20K -$365K -11,427 -95%
SNT
564
Security National Trust
West Virginia
$19K – – –
WEC
565
Winslow Evans & Crocker
Massachusetts
$19K +$18.6K +582 New
CFS
566
Community Financial System
New York
$17K – – –
TFA
567
Transamerica Financial Advisors
Florida
$17K +$13.2K +413 +397%
ARMC
568
American Research & Management Company
Massachusetts
$17K +$14.2K +443 +426%
ITIM
569
Indiana Trust & Investment Management
Indiana
$16K -$6.39K -200 -29%
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$10K +314 +175%
ASN
571
Advisory Services Network
Georgia
$16K +$15.8K +494 New
TCOV
572
Trust Company of Vermont
Vermont
$13K – – –
GGPS
573
Gary Goldberg Planning Services
New York
$12K +$4.47K +140 +57%
JFA
574
JNBA Financial Advisors
Minnesota
$11K – – –
RIA
575
Regal Investment Advisors
Michigan
$11K +$8.91K +279 +489%
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