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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
DAM
577
Delta Asset Management
Tennessee
$30K – – –
SIAS
578
Shine Investment Advisory Services
Colorado
$30K – – –
AIM
579
Advantage Investment Management
Iowa
$30K +$3.1K +15 +12%
AWM
580
Avior Wealth Management
Nebraska
$30K +$3.31K +16 +13%
OAJ
581
Ogorek Anthony Joseph
New York
$27K +$207 +1 +0.8%
WTB
582
Washington Trust Bank
Washington
$26K +$25.2K +122 +12,200%
GEA
583
Glen Eagle Advisors
New Jersey
$22.5K -$10.3K -50 -32%
OIA
584
OneDigital Investment Advisors
Kansas
$22K -$779K -3,770 -97%
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K -$1.86K -9 -8%
VIA
586
Vantage Investment Advisors
Pennsylvania
$22K – – –
GT
587
Greenleaf Trust
Michigan
$22K +$21.3K +103 New
AIM
588
Anchor Investment Management
South Carolina
$21.4K – – –
CCMW
589
Cypress Capital Management (Wyoming)
Wyoming
$21K -$12.4K -60 -38%
DSI
590
Daiwa SB Investments
Japan
$21K -$2.07K -10 -9%
GBBWRPM
591
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21K – – –
SA
592
SpiderRock Advisors
Delaware
$21K – – –
FPS
593
Fieldpoint Private Securities
Connecticut
$21K +$20.7K +100 New
HCA
594
Horan Capital Advisors
Ohio
$21K +$20.7K +100 New
PCP
595
Proficio Capital Partners
Massachusetts
$19K -$1.86K -9 -9%
PSC
596
Prentiss Smith & Co
Vermont
$16K – – –
PFBT
597
Parkside Financial Bank & Trust
Missouri
$15K -$207 -1 -1%
BWM
598
Baystate Wealth Management
Massachusetts
$15K +$12.6K +61 +610%
SIM
599
Sonora Investment Management
Arizona
$14.3K – – –
WAS
600
Winch Advisory Services
Wisconsin
$14K -$23.6K -114 -63%
22 23
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