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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
701
Berman Capital Advisors
Georgia
$24K +$7.17K +124 +49%
CI
702
CX Institutional
Indiana
$23K +$10.4K +180 +113%
RE
703
RBC Europe
United Kingdom
$22.4K +$19.4K +336 New
PFBT
704
Parkside Financial Bank & Trust
Missouri
$22K +$3.7K +64 +24%
PWMG
705
Prestige Wealth Management Group
New Jersey
$22K +$18.5K +320 +1,600%
CFD
706
Creative Financial Designs
Indiana
$21K +$2.31K +40 +14%
TFO
707
Tarbox Family Office
California
$20K -$1.85K -32 -10%
GAM
708
Gemmer Asset Management
California
$20K – – –
PW
709
Price Wealth
Texas
$19K +$16.4K +284 New
LWM
710
Liberty Wealth Management
California
$19K +$16.9K +292 New
PB
711
Pinnacle Bancorp
Nebraska
$18K – – –
VAIA
712
Virtus Alternative Investment Advisers
Connecticut
$17K -$13.9K -240 -48%
SIAS
713
Shine Investment Advisory Services
Colorado
$17K – – –
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$12.7K +220 New
DAM
716
Delta Asset Management
Tennessee
$14K – – –
EARNEST Partners
717
EARNEST Partners
Georgia
$14K – – –
KPCM
718
Kings Point Capital Management
New York
$14K +$12K +208 New
WT
719
Washington Trust
Rhode Island
$13K -$13.2K -228 -53%
SLF
720
Sun Life Financial
Ontario, Canada
$13K – – –
SWA
721
Sutton Wealth Advisors
Florida
$12.8K +$1.85K +32 +20%
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K -$463 -8 -4%
ETC
723
Exchange Traded Concepts
Oklahoma
$11K -$529K -9,144 -98%
AWM
724
Avior Wealth Management
Nebraska
$11K +$9.72K +168 +1,400%
CCA
725
Column Capital Advisors
Indiana
$10K – – –