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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$6K – – –
AIM
402
Anchor Investment Management
South Carolina
$5.35K +$2.11K +15 +58%
BWM
403
BerganKDV Wealth Management
Minnesota
$5K – – –
Geneos Wealth Management
404
Geneos Wealth Management
Colorado
$5K – – –
Huntington National Bank
405
Huntington National Bank
Ohio
$5K – – –
KIG
406
Kessler Investment Group
Indiana
$5K – – –
UFF
407
USA Financial Formulas
Michigan
$4K -$422K -2,999 -99%
EARNEST Partners
408
EARNEST Partners
Georgia
$4K – – –
Bogart Wealth LLC
409
Bogart Wealth LLC
Virginia
$4K +$4.64K +33 New
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
JWM
411
Janiczek Wealth Management
Colorado
$3K – – –
LC
412
Lindbrook Capital
California
$3K – – –
GWS
413
Glassman Wealth Services
Virginia
$3K +$141 +1 +4%
BCA
414
Berman Capital Advisors
Georgia
$3K +$1.13K +8 +40%
CWP
415
Concord Wealth Partners
Virginia
$2K – – –
LF
416
Lee Financial
Texas
$2K +$1.97K +14 New
RWM
417
Raffa Wealth Management
District of Columbia
$1.82K – – –
SWA
418
Sutton Wealth Advisors
Florida
$1.82K – – –
FEG
419
Financial Enhancement Group
Indiana
$1K – – –
PWMG
420
Prestige Wealth Management Group
New Jersey
$1K – – –
VCM
421
Versant Capital Management
Arizona
$1K +$282 +2 +33%
TC
422
Truvestments Capital
Florida
$1K +$985 +7 New
IFP Advisors
423
IFP Advisors
Florida
$1K +$1.27K +9 New
AC
424
Albar Capital
United Kingdom
– -$22M -153,081 Closed
SAM
425
Sandbar Asset Management
United Kingdom
– -$16.9M -117,852 Closed