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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
626
Sandy Spring Bank
Maryland
$13K – – –
TCA
627
Tortoise Capital Advisors
Kansas
$13K – – –
ZB
628
Zions Bancorporation
Utah
$13K +$1.2K +16 +11%
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$1.94K +26 +19%
VFA
630
Valeo Financial Advisors
Indiana
$13K +$5.15K +69 +53%
CHC
631
City Holding Co
West Virginia
$12K – – –
AWM
632
Aevitas Wealth Management
Massachusetts
$11K – – –
WAS
633
WESPAC Advisors SoCal
California
$11K +$11.2K +150 New
CAL
634
Capital Advisors Ltd
Ohio
$9K – – –
LA
635
Legacy Advisors
Pennsylvania
$9K +$8.29K +111 New
CAW
636
Cornerstone Advisors (Washington)
Washington
$8K +$2.91K +39 +66%
CFGS
637
Concourse Financial Group Securities
Alabama
$8K +$7.32K +98 New
WSTAM
638
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$7.84K +105 New
WIM
639
Westside Investment Management
California
$7.18K -$3.29K -44 -33%
EFSCE
640
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$29.9K -400 -83%
GWS
641
Glassman Wealth Services
Virginia
$7K -$224 -3 -3%
EARNEST Partners
642
EARNEST Partners
Georgia
$7K – – –
TWA
643
TCI Wealth Advisors
Arizona
$7K +$373 +5 +6%
JA
644
JOYN Advisors
Georgia
$7K +$3.29K +44 +94%
QAM
645
QCI Asset Management
New York
$6K – – –
TL
646
TrueWealth LLC
Georgia
$6K – – –
FC
647
Ferris Capital
Massachusetts
$5K – – –
LFA
648
Legacy Financial Advisors
Kentucky
$5K – – –
RFA
649
Reilly Financial Advisors
California
$5K – – –
AAM
650
Advisors Asset Management
Colorado
$5K +$4.85K +65 New