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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
Liberty Wealth Management
California
$15K +$200 +4 +1%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$15K +$9.82K +196 +248%
RWB
378
RMR Wealth Builders
New Jersey
$15K +$14.3K +285 New
FHA
379
Flagship Harbor Advisors
Massachusetts
$14K +$301 +6 +2%
SFS
380
Sowell Financial Services
Arkansas
$14K +$13.3K +265 New
GRP
381
Global Retirement Partners
California
$13K -$501 -10 -4%
BCI
382
Brinker Capital Investments
Pennsylvania
$13K
PA
383
Parallel Advisors
California
$13K +$150 +3 +1%
PA
384
PSI Advisors
Florida
$13K +$12.1K +241 New
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
GFPC
386
Global Financial Private Client
Florida
$11.6K +$10.7K +213 New
HGWM
387
Harvest Group Wealth Management
Massachusetts
$11K
SPIA
388
Steward Partners Investment Advisory
New York
$11K
Bessemer Group
389
Bessemer Group
New Jersey
$11K +$9.92K +198 New
SAM
390
S.A. Mason
Michigan
$11K +$10.5K +209 New
GAM
391
Gemmer Asset Management
California
$10K +$301 +6 +3%
FCA
392
FinTrust Capital Advisors
South Carolina
$9K +$1.55K +31 +23%
AA
393
Advisory Alpha
Michigan
$8.84K -$2.81K -56 -25%
LWM
394
Lenox Wealth Management
Ohio
$8K -$10.4K -207 -59%
RFA
395
Reilly Financial Advisors
California
$8K
BL
396
Balentine LLC
Georgia
$7K +$301 +6 +5%
ETC
397
Exchange Traded Concepts
Oklahoma
$7K +$6.91K +138 New
FP
398
Financial Perspectives
Minnesota
$5.53K +$5.11K +102 New
PFBT
399
Parkside Financial Bank & Trust
Missouri
$5K +$1K +20 +26%
CT
400
Caldwell Trust
Florida
$4.3K +$3.96K +79 New