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Aramark

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
301
Eagle Bay Advisors
New York
$2.25K
AF
302
Advisornet Financial
Minnesota
$2.07K +$1.9K +69 New
UB
303
UMB Bank
Missouri
$2K
SFG
304
Steward Financial Group
Texas
$2K +$2.21K +80 New
Creative Planning
305
Creative Planning
Kansas
$1.94K +$1.79K +65 New
LF
306
Lee Financial
Texas
$1.86K +$1.71K +62 New
TFA
307
Toth Financial Advisory
Virginia
$1.65K
DI
308
Disciplined Investments
Oklahoma
$1.57K +$166 +6 +13%
EI
309
Ellevest Inc
New York
$1.53K +$1.41K +51 New
MA
310
Montag & Associates
Georgia
$1.36K +$1.27K +46 New
CWC
311
Carolinas Wealth Consulting
North Carolina
$1.32K +$1.21K +44 New
TWA
312
TCI Wealth Advisors
Arizona
$1.28K +$110 +4 +10%
GWS
313
Glassman Wealth Services
Virginia
$1.16K +$193 +7 +22%
ANBT
314
American National Bank & Trust
Texas
$1K +$221 +8 New
FFA
315
Farther Finance Advisors
California
$620 +$579 +21 New
BWM
316
BerganKDV Wealth Management
Minnesota
$591
HI
317
Harbour Investments
Wisconsin
$496
BAAM
318
Baker Avenue Asset Management
California
$496 +$469 +17 New
MPCL
319
My Personal CFO LLC
Washington
$331 +$303 +11 New
TWD
320
True Wealth Design
Ohio
$289 +$276 +10 New
ASN
321
Advisory Services Network
Georgia
$248 +$221 +8 New
PFBT
322
Parkside Financial Bank & Trust
Missouri
$207
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$207 +$193 +7 New
CSS
324
Cubist Systematic Strategies
Connecticut
-$8.82M -391,476 Closed
LIP
325
Liontrust Investment Partners
United Kingdom
-$5.26M -233,557 Closed