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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$12K +$11.5K +165 New
FDCDDQ
602
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K
PFBT
603
Parkside Financial Bank & Trust
Missouri
$11K
CFD
604
Creative Financial Designs
Indiana
$11K +$139 +2 +1%
EFSCE
605
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.75K +54 +61%
GAM
606
Gemmer Asset Management
California
$10K
HR
607
Howe & Rusling
New York
$10K
ST
608
Smithfield Trust
Pennsylvania
$10K
AF
609
Allworth Financial
California
$9K
TFO
610
Tarbox Family Office
California
$9K
BWP
611
Baldwin Wealth Partners
Massachusetts
$8K
FFC
612
First Financial Corp
Indiana
$7K
AssetMark Inc
613
AssetMark Inc
California
$7K +$347 +5 +5%
Carson Wealth (CWM LLC)
614
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.35K +77 New
JAM
615
Jolley Asset Management
North Carolina
$6K +$5.91K +85 New
M
616
MOTCO
Texas
$6K +$6.04K +87 New
SWA
617
Sutton Wealth Advisors
Florida
$5.76K
YWP
618
YorkBridge Wealth Partners
New York
$5K
FCB
619
First Command Bank
Texas
$3K -$973 -14 -26%
FCFS
620
First Command Financial Services
Texas
$3K -$973 -14 -26%
WPA
621
West Paces Advisors
Georgia
$2.19K
BL
622
Balentine LLC
Georgia
$2K
BWM
623
Baystate Wealth Management
Massachusetts
$2K
MWM
624
MinichMacGregor Wealth Management
New York
$1K
PFC
625
Phocas Financial Corp
California
$1K