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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
Baystate Wealth Management
Massachusetts
$26K
TLCM
602
Twin Lakes Capital Management
California
$26K +$153 +1 +0.5%
PFBT
603
Parkside Financial Bank & Trust
Missouri
$25K +$13.3K +87 +93%
FP
604
Financial Perspectives
Minnesota
$23.4K
ACM
605
AUA Capital Management
Pennsylvania
$21K
PO
606
Private Ocean
California
$21K
APW
607
Acima Private Wealth
Virginia
$20K
WAM
608
Worth Asset Management
Texas
$20K +$22.4K +147 New
EIM
609
Essex Investment Management
Massachusetts
$19K
GRP
610
Global Retirement Partners
California
$19K +$19.7K +129 New
HWA
611
HHM Wealth Advisors
Tennessee
$18K
PFS
612
Prospera Financial Services
Texas
$17K +$18.2K +119 New
GEA
613
Glen Eagle Advisors
New Jersey
$16.4K
WB
614
West Bancorporation
Iowa
$16K
CA
615
Crewe Advisors
Utah
$16K +$17.6K +115 New
DBG
616
De Burlo Group
Massachusetts
$14.3K +$15.3K +100 New
SSB
617
Sandy Spring Bank
Maryland
$14K -$2.44K -16 -14%
EARNEST Partners
618
EARNEST Partners
Georgia
$14K
MAM
619
Marquette Asset Management
Minnesota
$14K
TFP
620
Tilia Fiduciary Partners
North Carolina
$14K
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$1.99K +13 +15%
CFO
622
CVA Family Office
Colorado
$13K -$9.93K -65 -42%
PCM
623
Penserra Capital Management
California
$13K +$14.7K +96 New
CCM
624
Covington Capital Management
California
$12K
FCA
625
FinTrust Capital Advisors
South Carolina
$12K