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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$36.8K -973 -88%
HFM
502
Hartford Financial Management
Connecticut
$4K
LGWM
503
Litman Gregory Wealth Management
California
$4K
PGWM
504
Parisi Gray Wealth Management
New Jersey
$4K
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$4K
BAM
506
Bruderman Asset Management
New York
$4K +$4.16K +110 New
CFA
507
Clarfeld Financial Advisors
New York
$4K +$4.2K +111 New
LC
508
Lindbrook Capital
California
$4K +$5.6K +148 New
JWM
509
Janiczek Wealth Management
Colorado
$3K -$3.78K -100 -50%
AF
510
Advisornet Financial
Minnesota
$3K
CA
511
Centerpoint Advisors
Massachusetts
$3K
EARNEST Partners
512
EARNEST Partners
Georgia
$3K
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$3K
PFBT
514
Parkside Financial Bank & Trust
Missouri
$3K +$681 +18 +29%
PB
515
Pinnacle Bancorp
Nebraska
$3K +$3.78K +100 New
CBT
516
Central Bank & Trust
Kentucky
$2K
SA
517
SRH Advisors
Kansas
$2K
TCM
518
Tradewinds Capital Management
Washington
$2K +$1.89K +50 New
AWMF
519
Arbor Wealth Management (Florida)
Florida
$2K +$2K +53 New
HIIFS
520
Harel Insurance Investments & Financial Services
Israel
$2K +$2.76K +73 New
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$4.01K -106 -73%
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$1K -$567 -15 -30%
FC
523
Ferris Capital
Massachusetts
$1K
SFSIG
524
San Francisco Sentry Investment Group
California
$1K
SIM
525
Sonora Investment Management
Arizona
$1K +$681 +18 New