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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$28K +$171 +4 +0.5%
DAM
552
Delta Asset Management
Tennessee
$27K – – –
AIM
553
Advantage Investment Management
Iowa
$26K – – –
WTB
554
Washington Trust Bank
Washington
$26K – – –
WA
555
WFG Advisors
Texas
$25K +$5.44K +127 +23%
HPBT
556
High Point Bank & Trust
North Carolina
$24K – – –
RFA
557
Reilly Financial Advisors
California
$23K – – –
JIC
558
Joel Isaacson & Co
New York
$20K – – –
BL
559
Balentine LLC
Georgia
$19K +$4.29K +100 +25%
FAM
560
Formidable Asset Management
Ohio
$18K – – –
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$12.3K +286 +183%
SSB
562
Sandy Spring Bank
Maryland
$16K – – –
PMFA
563
Plante Moran Financial Advisors
Michigan
$16K +$1.2K +28 +7%
ASN
564
Advisory Services Network
Georgia
$15K -$373K -8,699 -96%
AF
565
Allworth Financial
California
$15K – – –
CK
566
Carnick & Kubik
Colorado
$14.1K +$16.1K +375 New
AF
567
Arrow Financial
New York
$11K -$4.93K -115 -29%
QCG
568
Quadrant Capital Group
Ohio
$11K – – –
MA
569
MCF Advisors
Kentucky
$11K +$86 +2 +0.7%
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$10.6K -$429 -10 -5%
MWP
571
MYCIO Wealth Partners
Pennsylvania
$9K -$1.54K -36 -13%
LWA
572
Lowe Wealth Advisors
Maryland
$9K – – –
WTC
573
WhitTier Trust Company
Nevada
$9K – – –
TDC
574
Thompson Davis & Co
Virginia
$9K +$1.72K +40 +21%
MBT
575
Monroe Bank & Trust
Michigan
$9K +$10.7K +250 New