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Name Holding Trade Value Shares
Change
Change in
Stake
Smithfield Trust
501
Smithfield Trust
Pennsylvania
$7K +$6.17K +26 New
Balentine LLC
502
Balentine LLC
Georgia
$6K – – –
EI
503
Ellevest Inc
New York
$6K +$5.46K +23 New
SWA
504
Sutton Wealth Advisors
Florida
$5.03K +$949 +4 +25%
OC
505
Oakworth Capital
Alabama
$5K – – –
SBL
506
Sargent Bickham Lagudis
Colorado
$5K – – –
NICM
507
Neo Ivy Capital Management
New York
$4K -$182K -768 -98%
FBT
508
First Bank & Trust
South Dakota
$4K -$1.9K -8 -35%
VNA
509
Valley National Advisers
Pennsylvania
$4K – – –
EW
510
Evoke Wealth
California
$4K +$712 +3 +25%
TD Ameritrade Investment Management
511
TD Ameritrade Investment Management
Nebraska
$4K +$949 +4 +33%
CFD
512
Creative Financial Designs
Indiana
$4K +$3.8K +16 New
Whittier Trust
513
Whittier Trust
California
$3K – – –
GAM
514
Gemmer Asset Management
California
$3K +$2.85K +12 New
Exchange Traded Concepts
515
Exchange Traded Concepts
Oklahoma
$3K +$3.08K +13 New
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$949 -4 -40%
IWP
517
IAG Wealth Partners
Wisconsin
$2K – – –
TCI Wealth Advisors
518
TCI Wealth Advisors
Arizona
$2K – – –
TFGT
519
TS Financial Group (TSFG)
Illinois
$2K – – –
KPW
520
Kore Private Wealth
New York
$2K +$1.19K +5 +125%
Valeo Financial Advisors
521
Valeo Financial Advisors
Indiana
$2K +$1.42K +6 +600%
Apollon Wealth Management
522
Apollon Wealth Management
South Carolina
$2K +$1.9K +8 New
VCM
523
Versant Capital Management
Arizona
$2K +$2.37K +10 New
Global Retirement Partners
524
Global Retirement Partners
California
$1K -$13.8K -58 -94%
Citizens Financial Group
525
Citizens Financial Group
Rhode Island
$1K -$7.59K -32 -86%