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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
301
Central Trust Company
Missouri
$15K +$19.5K +3,321 New
GT
302
Glenmede Trust
Pennsylvania
$14K -$10.3K -1,757 -37%
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
RFC
304
Regions Financial Corp
Alabama
$14K +$14.6K +2,479 +551%
CFD
305
Creative Financial Designs
Indiana
$14K +$17.8K +3,036 New
Asset Management One
306
Asset Management One
Japan
$10K -$105K -17,907 -90%
HR
307
Howe & Rusling
New York
$10K -$13.1K -2,230 -50%
LFA
308
Legacy Financial Advisors
Kentucky
$10K -$7.2K -1,225 -38%
CLM
309
ClearBridge LLC (Maryland)
Maryland
$10K +$1.69K +288 +16%
MCM
310
Manchester Capital Management
Vermont
$10K +$12.1K +2,064 New
AWM
311
Aevitas Wealth Management
Massachusetts
$9K – – –
AssetMark Inc
312
AssetMark Inc
California
$9K – – –
LIA
313
LS Investment Advisors
Michigan
$9K – – –
GI
314
Gradient Investments
Minnesota
$8K – – –
PFBT
315
Parkside Financial Bank & Trust
Missouri
$8K – – –
YWP
316
YorkBridge Wealth Partners
New York
$7K – – –
ATC
317
Adirondack Trust Company
New York
$6K – – –
PCG
318
Private Capital Group
Connecticut
$6K – – –
WEC
319
Winslow Evans & Crocker
Massachusetts
$6K – – –
VFA
320
Valeo Financial Advisors
Indiana
$6K +$4.37K +743 +153%
PMFA
321
Plante Moran Financial Advisors
Michigan
$5K -$335 -57 -5%
CFA
322
Carroll Financial Associates
North Carolina
$5K – – –
CM
323
Caption Management
Oklahoma
$5K +$5.88K +1,000 New
ML
324
McAdam LLC
Pennsylvania
$4K – – –
CAW
325
Cornerstone Advisors (Washington)
Washington
$4K +$993 +169 +21%