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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
651
Legacy Financial Advisors
Kentucky
$57K – – –
KA
652
Kaizen Advisory
Illinois
$56K +$31.3K +1,800 +145%
SIAP
653
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K +$52.2K +3,000 New
IDBONY
654
Israel Discount Bank of New York
New York
$45K – – –
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$4.96K +285 +13%
ADL
656
Asset Dedication LLC
California
$41K – – –
BFEC
657
Benjamin F. Edwards & Company
Missouri
$41K – – –
VFA
658
Valeo Financial Advisors
Indiana
$40K -$261 -15 -0.8%
HFM
659
Harvest Fund Management
China
$40K +$38.6K +2,220 New
CBT
660
Capital Bank & Trust
California
$39K +$25.6K +1,470 +218%
PCG
661
Private Capital Group
Connecticut
$37K -$1.83K -105 -5%
OFW
662
Omnia Family Wealth
Florida
$36K – – –
MFW
663
Mosaic Family Wealth
Missouri
$34K +$6.01K +345 +23%
WT
664
Whittier Trust
California
$27K -$39.2K -2,250 -60%
AP
665
Atwood & Palmer
Missouri
$27K – – –
BCMIO
666
Beacon Capital Management Inc (Ohio)
Ohio
$27K – – –
FCB
667
First Command Bank
Texas
$27K – – –
FCFS
668
First Command Financial Services
Texas
$27K – – –
MUS
669
Mitsubishi UFJ Securities
Japan
$27K – – –
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$27K – – –
MSE
671
MUFG Securities EMEA
United Kingdom
$25K -$1.62M -93,120 -99%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$25K +$12.8K +735 +120%
ZB
673
Zions Bancorporation
Utah
$24K +$522 +30 +2%
CHP
674
Cable Hill Partners
Oregon
$22K – – –
BWM
675
BerganKDV Wealth Management
Minnesota
$22K +$20.6K +1,185 New
25 26
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