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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
901
Enterprise Financial Services Corp (EFSC)
Missouri
$126K – – –
PFO
902
Pathstone Family Office
New Jersey
$122K -$96.5K -321 -41%
LPIC
903
LeJeune Puetz Investment Counsel
Michigan
$121K – – –
DWA
904
Dougherty Wealth Advisers
Minnesota
$115K – – –
HI
905
Human Investing
Oregon
$115K – – –
BWP
906
Baldwin Wealth Partners
Massachusetts
$107K – – –
AIM
907
AIA Investment Management
Singapore
$105K – – –
CF
908
Centaurus Financial
California
$102K +$115K +381 New
SQA
909
Simon Quick Advisors
New Jersey
$100K -$4.51K -15 -4%
CHC
910
City Holding Co
West Virginia
$100K – – –
CMBA
911
C.M. Bidwell & Associates
Hawaii
$99K -$116K -385 -51%
OIA
912
Optimum Investment Advisors
Illinois
$99K – – –
CWP
913
CFM Wealth Partners
Texas
$98K – – –
FCA
914
FinTrust Capital Advisors
South Carolina
$97K -$77.6K -258 -42%
FWM
915
FSA Wealth Management
Massachusetts
$94K – – –
PCTC
916
Perkins Coie Trust Company
Washington
$94K – – –
RFWA
917
RPg Family Wealth Advisory
Massachusetts
$91.5K -$22.5K -75 -18%
PMFA
918
Plante Moran Financial Advisors
Michigan
$91K -$7.82K -26 -7%
SIM
919
Sonora Investment Management
Arizona
$90K -$16.2K -54 -14%
FA
920
Fortis Advisors
Pennsylvania
$81K -$234K -779 -72%
PCG
921
Private Capital Group
Connecticut
$81K -$24K -80 -21%
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$81K +$60.1K +200 +200%
HPC
923
HM Payson & Co
Maine
$80K – – –
BWM
924
BerganKDV Wealth Management
Minnesota
$79K -$364K -1,212 -80%
DI
925
Disciplined Investments
Oklahoma
$74K – – –