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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
976
TCV Trust & Wealth Management
Virginia
$707K -$16.2K -230 -3%
EFSCE
977
Enterprise Financial Services Corp (EFSC)
Missouri
$707K -$282 -4 -0%
CG
978
Colony Group
Massachusetts
$706K -$25.8K -366 -4%
TH
979
TCTC Holdings
Texas
$705K – – –
ANB
980
Amarillo National Bank
Texas
$702K – – –
UAS
981
United Asset Strategies
New York
$701K +$94.3K +1,339 +18%
NERM
982
New England Research & Management
Illinois
$698K -$564K -8,000 -48%
AWM
983
Aries Wealth Management
Maine
$696K -$10.4K -147 -2%
XS
984
XR Securities
Illinois
$696K +$615K +8,736 New
DBRC
985
D.B. Root & Company
Pennsylvania
$695K -$63.3K -899 -9%
AOWM
986
Alpha Omega Wealth Management
Virginia
$692K – – –
UR
987
USCA RIA
Texas
$692K +$14.2K +202 +2%
BBA
988
Braun-Bostich & Associates
Pennsylvania
$690K +$14.2K +202 +2%
WIP
989
Wellesley Investment Partners
Massachusetts
$684K +$6.55K +93 +1%
TCM
990
Tributary Capital Management
Nebraska
$677K -$14.1K -200 -2%
CCA
991
Catalyst Capital Advisors
New York
$677K +$599K +8,500 New
BOS
992
Bank of Stockton
California
$675K -$48.4K -687 -7%
NCM
993
Northwest Capital Management
Oregon
$675K -$916 -13 -0.2%
EFS
994
Essex Financial Services
Connecticut
$670K +$68.6K +974 +13%
RCAG
995
Rehmann Capital Advisory Group
Michigan
$670K +$2.04K +29 +0.3%
BSW
996
Buckingham Strategic Wealth
Missouri
$667K -$44.9K -637 -7%
KFC
997
Klingenstein Fields & Co
New York
$666K -$1.76K -25 -0.3%
CPC
998
Cookson Peirce & Co
Pennsylvania
$665K +$588K +8,340 New
VFA
999
Voya Financial Advisors
Connecticut
$663K -$427K -6,057 -40%
B
1000
Bailard
California
$657K -$117K -1,654 -17%
38 39
40
41 42