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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Semmax Financial Advisors
North Carolina
$139K -$715K -16,698 -84%
FANJ
352
Financial Architects (New Jersey)
New Jersey
$131K -$4.28K -100 -3%
ACS
353
Archford Capital Strategies
Illinois
$129K +$7.24K +169 +6%
MSA
354
Marino Stram & Associates
Massachusetts
$124K – – –
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$123K +$12.3K +286 +12%
AIM
356
Anchor Investment Management
South Carolina
$122K -$4.28K -100 -4%
IFP Advisors
357
IFP Advisors
Florida
$121K -$177K -4,121 -60%
Covington Capital Management
358
Covington Capital Management
California
$121K – – –
FPFS
359
First Personal Financial Services
North Carolina
$114K -$10.5K -244 -9%
Geneos Wealth Management
360
Geneos Wealth Management
Colorado
$111K +$22.1K +516 +26%
PCG
361
Private Capital Group
Connecticut
$111K +$35K +817 +48%
Synovus Financial
362
Synovus Financial
Georgia
$106K – – –
YWP
363
YorkBridge Wealth Partners
New York
$105K -$30K -700 -23%
BIMC
364
Benson Investment Management Company
Virginia
$104K – – –
ARMT
365
Amica Retiree Medical Trust
Rhode Island
$101K – – –
JCM
366
Jacobi Capital Management
Pennsylvania
$97K +$12.4K +289 +15%
SIAS
367
Shine Investment Advisory Services
Colorado
$94K – – –
PK
368
Pflug Koory
Nebraska
$90K – – –
CBT
369
Capital Bank & Trust
California
$89K – – –
WTB
370
Washington Trust Bank
Washington
$89K – – –
WhitTier Trust Company
371
WhitTier Trust Company
Nevada
$87K – – –
FBT
372
First Bank & Trust
South Dakota
$86K -$44.9K -1,048 -35%
CMO
373
Covenant Multifamily Offices
Texas
$86K +$83.5K +1,949 New
EFSCE
374
Enterprise Financial Services Corp (EFSC)
Missouri
$78K +$51.2K +1,195 +211%
MMG
375
Monetary Management Group
Missouri
$77K – – –