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Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Advisor Partners
California
$830K +$11K +129 +1%
CFSG
302
Clark Financial Services Group
Missouri
$820K -$59.9K -705 -7%
CWM
303
CIBC World Markets
New York
$817K -$451K -5,313 -37%
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$807K -$159K -1,876 -17%
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$798K +$20.7K +244 +3%
PAM
306
Paradigm Asset Management
New York
$792K
Vanguard Personalized Indexing Management
307
Vanguard Personalized Indexing Management
California
$769K +$113K +1,324 +18%
BPC
308
Banque Pictet & Cie
Switzerland
$763K +$729K +8,575 New
LWAC
309
Laurel Wealth Advisors (California)
California
$758K +$22.2K +261 +3%
VDI
310
Vaughan David Investments
Illinois
$757K +$11.6K +136 +2%
MMA
311
Miracle Mile Advisors
California
$757K +$141K +1,665 +24%
PAMP
312
Polar Asset Management Partners
Ontario, Canada
$756K +$722K +8,496 New
M1FG
313
Mach-1 Financial Group
Arkansas
$751K +$4.16K +49 +0.6%
PFA
314
Pure Financial Advisors
California
$735K
VWA
315
Visionary Wealth Advisors
Illinois
$734K +$701K +8,245 New
VC
316
Vicus Capital
Pennsylvania
$732K +$703K +8,271 New
KAS
317
Kestra Advisory Services
Texas
$721K +$13.2K +155 +2%
KM
318
Kalos Management
Georgia
$717K +$21.4K +252 +3%
AS
319
Altshuler Shaham
Israel
$711K +$51.5K +606 +8%
DGAM
320
Desjardins Global Asset Management
Quebec, Canada
$710K +$678K +7,981 New
PL
321
Plancorp LLC
Missouri
$709K -$8.33K -98 -1%
MA
322
Maxele Advisors
Missouri
$702K +$670K +7,884 New
WW
323
Waterfront Wealth
Kansas
$695K
PL
324
Pluribus Labs
California
$676K +$645K +7,593 New
PA
325
Parallel Advisors
California
$673K -$140K -1,651 -18%