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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
501
Tortoise Investment Management
New York
$3K – – –
BL
502
Balentine LLC
Georgia
$3K +$2.04K +114 +98%
LWA
503
Lenox Wealth Advisors
New York
$3K +$4.46K +249 +4,150%
GEA
504
Glen Eagle Advisors
New Jersey
$2.07K +$18 +1 +0.7%
GWS
505
Glassman Wealth Services
Virginia
$2K -$735 -41 -21%
CCM
506
Copeland Capital Management
Pennsylvania
$2K – – –
RFA
507
Reilly Financial Advisors
California
$2K – – –
TCOV
508
Trust Company of Vermont
Vermont
$2K – – –
MIM
509
Macroview Investment Management
Maryland
$2K +$18 +1 +0.6%
M
510
MOTCO
Texas
$2K +$2.17K +121 New
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2.29K +128 New
TPWA
512
TRUE Private Wealth Advisors
Oregon
$2K +$3.3K +184 New
WQ
513
Wealth Quarterback
New Jersey
$1.73K -$7.1K -396 -76%
AWA
514
Arkadios Wealth Advisors
Georgia
$1.6K – – –
CI
515
CX Institutional
Indiana
$1K -$2.37K -132 -56%
BWM
516
BerganKDV Wealth Management
Minnesota
$1K – – –
CCA
517
Column Capital Advisors
Indiana
$1K – – –
PP
518
Pacifica Partners
Canada
$1K – – –
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$1K – – –
RIA
520
RPG Investment Advisory
California
$1K – – –
BWM
521
Baystate Wealth Management
Massachusetts
$1K +$18 +1 +1%
VNA
522
Valley National Advisers
Pennsylvania
$1K +$986 +55 New
AIC
523
Ameritas Investment Company
Nebraska
$1K +$1.63K +91 New
CAGAS
524
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.79K +100 New
Simplex Trading
525
Simplex Trading
Illinois
$1K +$1.79K +100 New