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RIG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
376
JNBA Financial Advisors
Minnesota
$5K -$2.25K -125 -29%
JWA
377
JFS Wealth Advisors
Pennsylvania
$5K -$1.26K -70 -18%
TWA
378
TCI Wealth Advisors
Arizona
$5K -$90 -5 -2%
AWM
379
AllSquare Wealth Management
New York
$5K – – –
CGT
380
Capital Guardian Trust
California
$5K +$1.96K +109 +55%
EFSCE
381
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$5.87K +326 New
FNBT
382
FineMark National Bank & Trust
Florida
$4K -$8.68K -482 -63%
AA
383
Apriem Advisors
California
$4K +$36 +2 +0.9%
KT
384
Kanaly Trust
Texas
$3K -$175K -9,732 -98%
BRWM
385
B. Riley Wealth Management
Tennessee
$3K -$14.4K -800 -80%
FHA
386
First Horizon Advisors
Tennessee
$3K -$4.5K -250 -56%
WT
387
Whittier Trust
California
$3K -$234 -13 -6%
TCOV
388
Trust Company of Vermont
Vermont
$3K – – –
BGIM
389
Brandywine Global Investment Management
Pennsylvania
$3K +$540 +30 +25%
WP
390
WealthPLAN Partners
Nebraska
$3K +$1.82K +101 +128%
EWM
391
Endurance Wealth Management
Rhode Island
$3K +$2.83K +157 New
TCM
392
Tradewinds Capital Management
Washington
$3K +$2.92K +162 +1,080%
HL
393
Harding Loevner
New Jersey
$3K +$3.93K +218 New
KCPG
394
Kavar Capital Partners Group
Kansas
$3K +$4.05K +225 New
GWA
395
Genesis Wealth Advisors
Massachusetts
$2.02K – – –
PHK
396
Point72 Hong Kong
Hong Kong
$2K -$405K -22,497 -100%
SSB
397
Sandy Spring Bank
Maryland
$2K -$106K -5,870 -98%
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
S
399
SignatureFD
Georgia
$2K – – –
QAM
400
QCI Asset Management
New York
$2K +$540 +30 +46%
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16
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