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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
351
WhitTier Trust Company
Nevada
$11K
VFA
352
Valeo Financial Advisors
Indiana
$11K +$323 +4 +3%
FPFS
353
First Personal Financial Services
North Carolina
$11K +$10.9K +135 New
AWA
354
Acorn Wealth Advisors
Michigan
$11K +$11.1K +137 New
CAW
355
Cornerstone Advisors (Washington)
Washington
$10K
PS
356
Portfolio Solutions
Michigan
$10K
TIM
357
Tortoise Investment Management
New York
$10K
LNB
358
Ledyard National Bank
$9K -$14K -174 -60%
NCM
359
Nelson Capital Management
California
$9K
IWM
360
IHT Wealth Management
Illinois
$9K +$242 +3 +3%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$6.61K -82 -44%
OIA
362
OneDigital Investment Advisors
Kansas
$8K -$5.4K -67 -41%
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$968 -12 -10%
JCM
364
Jacobi Capital Management
Pennsylvania
$8K
JFA
365
JNBA Financial Advisors
Minnesota
$8K
MCM
366
Manchester Capital Management
Vermont
$8K
OFS
367
Orrstown Financial Services
Pennsylvania
$8K
PCA
368
Peddock Capital Advisors
Massachusetts
$8K
AssetMark Inc
369
AssetMark Inc
California
$8K +$1.85K +23 +28%
PCG
370
Private Capital Group
Connecticut
$8K +$7.82K +97 New
CG
371
Cutler Group
California
$7K -$232K -2,876 -97%
KJWM
372
Kiley Juergens Wealth Management
Washington
$7K +$7.18K +89 New
DSC
373
Duncker Streett & Co
Missouri
$6K
FANJ
374
Financial Architects (New Jersey)
New Jersey
$6K
PWM
375
Perigon Wealth Management
California
$6K