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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
301
CoreFirst Bank & Trust
Kansas
$27K +$26.8K +313 New
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$26K – – –
PWM
303
Perigon Wealth Management
California
$26K +$25.4K +297 New
DWP
304
Destiny Wealth Partners
Florida
$24K +$23.7K +277 New
CTC
305
Central Trust Company
Missouri
$22K – – –
IA
306
IFP Advisors
Florida
$22K – – –
RBC
307
Roble Belko & Company
Pennsylvania
$18K – – –
PP
308
Pacifica Partners
Canada
$17K -$2.06K -24 -11%
AWM
309
Avondale Wealth Management
Texas
$17K – – –
JWM
310
Janiczek Wealth Management
Colorado
$17K +$17.2K +201 New
CFA
311
Carroll Financial Associates
North Carolina
$15K – – –
AFS
312
Annapolis Financial Services
Maryland
$14K +$13.8K +161 New
SPIA
313
Steward Partners Investment Advisory
New York
$13K -$62.5K -730 -82%
TSW
314
Thompson Siegel & Walmsley
Virginia
$13K – – –
HIA
315
Harbor Investment Advisory
Maryland
$12K – – –
HCP
316
Hexagon Capital Partners
Arkansas
$12K – – –
HWA
317
HHM Wealth Advisors
Tennessee
$12K – – –
NFG
318
Next Financial Group
Texas
$12K +$10K +117 +509%
BII
319
Bainco International Investors
Massachusetts
$12K +$11.1K +130 New
CFB
320
Cullen/Frost Bankers
Texas
$10K -$12.2K -143 -56%
AF
321
Allworth Financial
California
$10K – – –
GWS
322
Glassman Wealth Services
Virginia
$10K +$2.83K +33 +39%
BBHC
323
Brown Brothers Harriman & Co
New York
$9K – – –
VCM
324
Versant Capital Management
Arizona
$7K -$1.88K -22 -21%
AF
325
Arrow Financial
New York
$7K – – –
11 12
13
14 15