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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
351
Brewin Dolphin Wealth Management
Ireland
$9.23K – – –
LWM
352
Lenox Wealth Management
Ohio
$9K – – –
BHWM
353
Bay Harbor Wealth Management
Maryland
$8K – – –
VNA
354
Valley National Advisers
Pennsylvania
$8K – – –
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$6.59K +464 +275%
CAW
356
Cornerstone Advisors (Washington)
Washington
$7K -$4.98K -351 -40%
PA
357
Parallel Advisors
California
$7K -$1.45K -102 -16%
TFS
358
TrustCore Financial Services
Tennessee
$7K – – –
RE
359
RBC Europe
United Kingdom
$6.8K – – –
IBOK
360
Independence Bank of Kentucky
Kentucky
$6K -$11.6K -820 -65%
TCOV
361
Trust Company of Vermont
Vermont
$6K -$7.1K -500 -51%
BCA
362
Berman Capital Advisors
Georgia
$6K -$497 -35 -6%
BFC
363
Bedel Financial Consulting
Indiana
$6K – – –
FMP
364
Financial Management Professionals
Texas
$6K – – –
PB
365
Pinnacle Bancorp
Nebraska
$6K – – –
TIM
366
Tortoise Investment Management
New York
$6K – – –
VFA
367
Valeo Financial Advisors
Indiana
$6K +$341 +24 +5%
AC
368
Asio Capital
Kentucky
$5K -$1.27M -89,145 -100%
S
369
SignatureFD
Georgia
$5K -$15.5K -1,090 -74%
CCM
370
Covington Capital Management
California
$5K -$809 -57 -12%
WCG
371
Weaver Consulting Group
California
$5K -$227 -16 -4%
FHA
372
First Horizon Advisors
Tennessee
$5K -$57 -4 -1%
BWM
373
Baystate Wealth Management
Massachusetts
$5K -$14 -1 -0.2%
FANJ
374
Financial Architects (New Jersey)
New Jersey
$5K – – –
RWA
375
Ropes Wealth Advisors
Massachusetts
$5K – – –
13 14
15
16 17