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Name Holding Trade Value Shares
Change 		Change in
Stake
MLIC
976
Mandatum Life Insurance Company
Finland
$717K – – –
TTWM
977
TCV Trust & Wealth Management
Virginia
$707K -$16.2K -230 -3%
EFSCE
978
Enterprise Financial Services Corp (EFSC)
Missouri
$707K -$282 -4 -0%
CG
979
Colony Group
Massachusetts
$706K -$25.8K -366 -4%
TH
980
TCTC Holdings
Texas
$705K – – –
ANB
981
Amarillo National Bank
Texas
$702K – – –
UAS
982
United Asset Strategies
New York
$701K +$94.3K +1,339 +18%
NERM
983
New England Research & Management
Illinois
$698K -$564K -8,000 -48%
AWM
984
Aries Wealth Management
Maine
$696K -$10.4K -147 -2%
XS
985
XR Securities
Illinois
$696K +$615K +8,736 New
DBRC
986
D.B. Root & Company
Pennsylvania
$695K -$63.3K -899 -9%
AOWM
987
Alpha Omega Wealth Management
Virginia
$692K – – –
UR
988
USCA RIA
Texas
$692K +$14.2K +202 +2%
BBA
989
Braun-Bostich & Associates
Pennsylvania
$690K +$14.2K +202 +2%
WIP
990
Wellesley Investment Partners
Massachusetts
$684K +$6.55K +93 +1%
TCM
991
Tributary Capital Management
Nebraska
$677K -$14.1K -200 -2%
CCA
992
Catalyst Capital Advisors
New York
$677K +$599K +8,500 New
BOS
993
Bank of Stockton
California
$675K -$48.4K -687 -7%
NCM
994
Northwest Capital Management
Oregon
$675K -$916 -13 -0.2%
EFS
995
Essex Financial Services
Connecticut
$670K +$68.6K +974 +13%
RCAG
996
Rehmann Capital Advisory Group
Michigan
$670K +$2.04K +29 +0.3%
BSW
997
Buckingham Strategic Wealth
Missouri
$667K -$44.9K -637 -7%
KFC
998
Klingenstein Fields & Co
New York
$666K -$1.76K -25 -0.3%
CPC
999
Cookson Peirce & Co
Pennsylvania
$665K +$588K +8,340 New
VFA
1000
Voya Financial Advisors
Connecticut
$663K -$427K -6,057 -40%
38 39
40
41 42