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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
476
Asset Dedication LLC
California
$10K +$10K +211 New
PCP
477
Proficio Capital Partners
Massachusetts
$9K – – –
DSI
478
Daiwa SB Investments
Japan
$8K – – –
WWMSC
479
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
1IA
480
1834 Investment Advisors
Wisconsin
$8K +$7.66K +161 New
VCM
481
Versant Capital Management
Arizona
$8K +$8.47K +178 New
WIM
482
Westside Investment Management
California
$7.96K +$8K +168 New
BL
483
Balentine LLC
Georgia
$7K -$1.38K -29 -17%
CTB
484
Country Trust Bank
Illinois
$7K – – –
VFA
485
Valeo Financial Advisors
Indiana
$7K +$4.76K +100 +222%
IBOK
486
Independence Bank of Kentucky
Kentucky
$7K +$7.14K +150 New
FFG
487
Ford Financial Group
California
$7K +$7.24K +152 New
ME
488
McIlrath & Eck
Washington
$7K +$7.33K +154 New
ClearBridge Investments
489
ClearBridge Investments
New York
$6K -$381 -8 -6%
LIA
490
LS Investment Advisors
Michigan
$6K – – –
MSFP
491
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
TSW
492
Thompson Siegel & Walmsley
Virginia
$6K – – –
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$286 +6 +6%
CAW
494
Cornerstone Advisors (Washington)
Washington
$5K +$2.48K +52 +104%
THWM
495
Taylor Hoffman Wealth Management
Virginia
$5K +$4.76K +100 New
AF
496
Allworth Financial
California
$4K – – –
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
FGC
498
Financial Gravity Companies
Texas
$3K +$2.9K +61 New
TCM
499
Tradewinds Capital Management
Washington
$2K – – –
RFM
500
Royal Fund Management
Florida
$2K +$2.05K +43 New