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Name Holding Trade Value Shares
Change
Change in
Stake
H
551
Hexavest
Quebec, Canada
$13K
SFM
552
Systematic Financial Management
New Jersey
$12K -$18.4K -201 -61%
AA
553
AlphaMark Advisors
Kentucky
$12K
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
NC
555
NewSquare Capital
Pennsylvania
$12K
TSW
556
Thompson Siegel & Walmsley
Virginia
$12K
TL
557
TrueWealth LLC
Georgia
$11K
SIAS
558
Shine Investment Advisory Services
Colorado
$10K
BWM
559
Baystate Wealth Management
Massachusetts
$10K +$9.52K +104 New
EW
560
Evoke Wealth
California
$9.88K +$275 +3 +3%
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
$9K
AWM
562
Avondale Wealth Management
Texas
$8K
BEI
563
Benjamin Edwards Inc
Missouri
$7K +$275 +3 +4%
BL
564
Balentine LLC
Georgia
$7K +$733 +8 +11%
CFGS
565
Concourse Financial Group Securities
Alabama
$7K +$3.85K +42 +124%
FWM
566
FSA Wealth Management
Massachusetts
$7K +$6.41K +70 New
HGWM
567
Harvest Group Wealth Management
Massachusetts
$5K -$1.65K -18 -24%
AF
568
Advisornet Financial
Minnesota
$5K
ADL
569
Asset Dedication LLC
California
$5K
CI
570
CX Institutional
Indiana
$5K
HR
571
Howe & Rusling
New York
$5K
IAS
572
IMA Advisory Services
Colorado
$5K
PA
573
PSI Advisors
Florida
$5K +$5.5K +60 New
EWP
574
Engrave Wealth Partners
Texas
$5K +$5.59K +61 New
TFO
575
Tarbox Family Office
California
$4K -$1.37K -15 -29%