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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
301
Private Capital Group
Connecticut
$44K -$17.3K -194 -29%
HPC
302
HM Payson & Co
Maine
$44K +$42.1K +473 New
HI
303
Harbour Investments
Wisconsin
$44K +$42.8K +481 New
SWM
304
Spire Wealth Management
Virginia
$43K +$41.3K +464 New
CBT
305
Central Bank & Trust
Kentucky
$39K +$37.2K +418 New
COCM
306
Charter Oak Capital Management
New Hampshire
$37K – – –
GAM
307
Gemmer Asset Management
California
$37K – – –
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$36K – – –
BWP
309
Baldwin Wealth Partners
Massachusetts
$35K – – –
JWM
310
Janiczek Wealth Management
Colorado
$35K +$15.7K +177 +88%
BWA
311
BDO Wealth Advisors
Florida
$35K +$33.7K +379 New
PP
312
Pacifica Partners
Canada
$33K +$14.1K +158 +81%
JCM
313
Jacobi Capital Management
Pennsylvania
$32K – – –
EFSCE
314
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$2.76K +31 +10%
FF
315
FourThought Financial
Florida
$30K – – –
HIM
316
Hillsdale Investment Management
Ontario, Canada
$29K -$168K -1,891 -86%
CBT
317
CoreFirst Bank & Trust
Kansas
$29K – – –
ZB
318
Zions Bancorporation
Utah
$28K -$4.36K -49 -14%
CFN
319
Cordasco Financial Network
Florida
$26K +$25.4K +285 New
CTC
320
Central Trust Company
Missouri
$24K – – –
RBC
321
Roble Belko & Company
Pennsylvania
$20K – – –
AWM
322
Avondale Wealth Management
Texas
$18K – – –
IA
323
IFP Advisors
Florida
$17K -$5.87K -66 -27%
CFA
324
Carroll Financial Associates
North Carolina
$16K – – –
AFS
325
Annapolis Financial Services
Maryland
$15K – – –
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