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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
FHA
602
First Horizon Advisors
Tennessee
$4K – – –
CAW
603
Cornerstone Advisors (Washington)
Washington
$4K +$1.59K +100 +67%
NSIM
604
North Star Investment Management
Illinois
$4K +$3.99K +250 New
WWM
605
Willingdon Wealth Management
North Carolina
$4K +$3.99K +250 New
RCAG
606
Rehmann Capital Advisory Group
Michigan
$3.36K – – –
EWA
607
Evolution Wealth Advisors
Florida
$3K – – –
PFGIA
608
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
SFA
609
Semmax Financial Advisors
North Carolina
$3K – – –
WAS
610
Winch Advisory Services
Wisconsin
$3K – – –
VCM
611
Versant Capital Management
Arizona
$3K +$797 +50 +33%
BWM
612
Baystate Wealth Management
Massachusetts
$3K +$1.59K +100 +100%
DAM
613
Delta Asset Management
Tennessee
$3K +$3.19K +200 New
JWA
614
JFS Wealth Advisors
Pennsylvania
$3K +$3.19K +200 New
RWM
615
Raffa Wealth Management
District of Columbia
$2.52K +$2.39K +150 New
BWP
616
Baldwin Wealth Partners
Massachusetts
$2K -$191K -11,950 -99%
AAP
617
Arax Advisory Partners
Colorado
$2K – – –
CT
618
Clearstead Trust
Maine
$2K – – –
GGHC
619
Gilder Gagnon Howe & Co
New York
$1K -$24.7K -1,550 -97%
FWM
620
Focused Wealth Management
New York
$1K – – –
GWMIA
621
Global Wealth Management Investment Advisory
Florida
$1K – – –
EI
622
Ellevest Inc
New York
$1K +$797 +50 New
PWP
623
Personal Wealth Partners
Minnesota
$1K +$797 +50 New
Two Sigma Investments
624
Two Sigma Investments
New York
– -$75.7M -4,746,100 Closed
USAA
625
United Services Automobile Association
Texas
– -$67.1M -4,575,700 Closed