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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
501
IHT Wealth Management
Illinois
$19K
PSC
502
Prentiss Smith & Co
Vermont
$19K +$18.7K +274 New
RCAG
503
Rehmann Capital Advisory Group
Michigan
$18K +$16.9K +248 New
EFSCE
504
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
FRA
505
Front Row Advisors
California
$16K -$204 -3 -1%
CBOA
506
Commonwealth Bank of Australia
Australia
$15K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$15K +$749 +11 +6%
VCM
508
Versant Capital Management
Arizona
$14K -$1.7K -25 -11%
GFP
509
Gryphon Financial Partners
Ohio
$14K -$272 -4 -2%
LWA
510
Lenox Wealth Advisors
New York
$13K +$9.67K +142 +316%
PMFA
511
Plante Moran Financial Advisors
Michigan
$13K +$10.3K +151 +559%
QCG
512
Quadrant Capital Group
Ohio
$12K
KA
513
Kaizen Advisory
Illinois
$11K
HNB
514
Huntington National Bank
Ohio
$10K -$3.47K -51 -27%
CAC
515
Certified Advisory Corp
Florida
$10K
RA
516
Rational Advisors
New York
$10K +$9.12K +134 New
ZB
517
Zions Bancorporation
Utah
$9K
AA
518
AlphaMark Advisors
Kentucky
$7K
CCM
519
Cribstone Capital Management
Maine
$7K
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$7K
PCM
521
Poehling Capital Management
Wisconsin
$7K
RWA
522
Ropes Wealth Advisors
Massachusetts
$7K
TFO
523
Tarbox Family Office
California
$7K
BWA
524
BDO Wealth Advisors
Florida
$7K +$6.81K +100 New
GRP
525
Global Retirement Partners
California
$7K +$6.95K +102 New