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Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
401
Sandy Spring Bank
Maryland
$21K – – –
HCA
402
Horan Capital Advisors
Ohio
$21K +$21.5K +750 New
BCWM
403
Bartlett & Co Wealth Management
Ohio
$20.1K – – –
BC
404
Bartlett & Co
Ohio
$20K – – –
CAW
405
Cornerstone Advisors (Washington)
Washington
$20K +$21.1K +734 New
HCM
406
Highlander Capital Management
New Jersey
$19K – – –
CFB
407
Cullen/Frost Bankers
Texas
$19K +$20.1K +699 New
IA
408
IFP Advisors
Florida
$18K +$18.4K +641 New
ASN
409
Advisory Services Network
Georgia
$17K – – –
CTC
410
Central Trust Company
Missouri
$16K -$18.3K -636 -53%
S
411
SignatureFD
Georgia
$16K +$3.96K +138 +32%
BCA
412
Berman Capital Advisors
Georgia
$15K +$2.24K +78 +16%
APA
413
American Portfolios Advisors
New York
$14K +$1.41K +49 +11%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$14K – – –
JCM
415
Jacobi Capital Management
Pennsylvania
$14K +$86 +3 +0.6%
PA
416
Parallel Advisors
California
$14K +$1.92K +67 +15%
PCFFS
417
Pacific Center for Financial Services
California
$14K +$3.56K +124 +33%
FHA
418
First Horizon Advisors
Tennessee
$13K – – –
SLF
419
Sun Life Financial
Ontario, Canada
$12K +$402 +14 +3%
RWA
420
Ropes Wealth Advisors
Massachusetts
$11K – – –
FANJ
421
Financial Architects (New Jersey)
New Jersey
$9K – – –
HIIFS
422
Harel Insurance Investments & Financial Services
Israel
$9K – – –
TFGT
423
TS Financial Group (TSFG)
Illinois
$9K – – –
MAM
424
Meeder Asset Management
Ohio
$8K -$1.12K -39 -12%
AF
425
Advisornet Financial
Minnesota
$8K +$8.62K +300 New
15 16
17
18 19