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ALV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
226
Shell Asset Management
Netherlands
$21K -$28.7K -285 -57%
GWS
227
Glassman Wealth Services
Virginia
$20K – – –
CFD
228
Creative Financial Designs
Indiana
$20K +$20.2K +200 New
DAM
229
Delta Asset Management
Tennessee
$17K – – –
FPB
230
First PREMIER Bank
South Dakota
$16K – – –
WP
231
WealthShield Partners
North Carolina
$16K – – –
PA
232
Parallel Advisors
California
$16K +$3.12K +31 +23%
ETI
233
Enterprise Trust & Investment
California
$12K – – –
DFCM
234
Dark Forest Capital Management
Puerto Rico
$10K +$10.1K +100 New
EWM
235
Evermay Wealth Management
Virginia
$10K +$10.8K +107 New
HR
236
Howe & Rusling
New York
$9K +$2.62K +26 +41%
CFFP
237
Center for Financial Planning
Michigan
$8K – – –
SWA
238
SOA Wealth Advisors
New York
$8K – – –
QCG
239
Quadrant Capital Group
Ohio
$7K – – –
LWANC
240
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
MAM
241
Meeder Asset Management
Ohio
$4K – – –
CFO
242
CVA Family Office
Colorado
$4K +$3.02K +30 +200%
LC
243
Lindbrook Capital
California
$3K – – –
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$806 +8 +32%
CWC
245
Carolinas Wealth Consulting
North Carolina
$2K – – –
HWM
246
HighMark Wealth Management
Minnesota
$2K +$605 +6 +40%
T
247
TOBAM
France
$1K -$40.6K -403 -97%
AF
248
Allworth Financial
California
$1K – – –
BWM
249
Baystate Wealth Management
Massachusetts
$1K – – –
CS
250
Candriam SCA
Luxembourg
– -$4.02M -45,469 Closed
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