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Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
601
Investment Research & Advisory Group
Georgia
$4K -$8.41K -69 -66%
AA
602
AlphaMark Advisors
Kentucky
$4K – – –
BFC
603
Bedel Financial Consulting
Indiana
$4K – – –
PFBT
604
Parkside Financial Bank & Trust
Missouri
$4K – – –
RWA
605
Ropes Wealth Advisors
Massachusetts
$4K – – –
TCM
606
Tradewinds Capital Management
Washington
$4K – – –
Allworth Financial
607
Allworth Financial
California
$4K +$1.22K +10 +40%
OFG
608
OmniStar Financial Group
North Carolina
$4K +$4.87K +40 New
Washington Trust
609
Washington Trust
Rhode Island
$4K +$4.87K +40 New
EWA
610
Evolution Wealth Advisors
Florida
$3K -$519K -4,260 -99%
ATC
611
Adirondack Trust Company
New York
$3K – – –
RIA
612
RPG Investment Advisory
California
$3K +$3.05K +25 New
PCG
613
Private Capital Group
Connecticut
$3K +$4.14K +34 New
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$10.7K -88 -80%
QAM
615
QCI Asset Management
New York
$2K -$4.14K -34 -59%
FCMT
616
Founders Capital Management (Texas)
Texas
$2K – – –
MCM
617
McMillion Capital Management
North Carolina
$2K – – –
SL
618
Savior LLC
Massachusetts
$2K – – –
WAS
619
Winch Advisory Services
Wisconsin
$2K – – –
Associated Banc-Corp
620
Associated Banc-Corp
Wisconsin
$2K +$2.07K +17 New
Bartlett & Co
621
Bartlett & Co
Ohio
$2K +$2.19K +18 New
EIP
622
Ellis Investment Partners
Pennsylvania
$2K +$2.56K +21 New
Bartlett & Co Wealth Management
623
Bartlett & Co Wealth Management
Ohio
$1.81K – – –
WQ
624
Wealth Quarterback
New Jersey
$1.51K -$2.44K -20 -57%
AssetMark Inc
625
AssetMark Inc
California
$1K -$34.6K -284 -97%