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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
601
Focused Wealth Management
New York
$15K – – –
GBT
602
Grove Bank & Trust
Florida
$14K – – –
AW
603
Alpha Windward
Massachusetts
$12K – – –
VFA
604
Valeo Financial Advisors
Indiana
$12K +$11.5K +165 New
FDCDDQ
605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K – – –
PFBT
606
Parkside Financial Bank & Trust
Missouri
$11K – – –
CFD
607
Creative Financial Designs
Indiana
$11K +$139 +2 +1%
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.75K +54 +61%
GAM
609
Gemmer Asset Management
California
$10K – – –
HR
610
Howe & Rusling
New York
$10K – – –
ST
611
Smithfield Trust
Pennsylvania
$10K – – –
AF
612
Allworth Financial
California
$9K – – –
TFO
613
Tarbox Family Office
California
$9K – – –
BWP
614
Baldwin Wealth Partners
Massachusetts
$8K – – –
FFC
615
First Financial Corp
Indiana
$7K – – –
AssetMark Inc
616
AssetMark Inc
California
$7K +$347 +5 +5%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.35K +77 New
JAM
618
Jolley Asset Management
North Carolina
$6K +$5.91K +85 New
M
619
MOTCO
Texas
$6K +$6.04K +87 New
SWA
620
Sutton Wealth Advisors
Florida
$5.76K – – –
YWP
621
YorkBridge Wealth Partners
New York
$5K – – –
FCB
622
First Command Bank
Texas
$3K -$973 -14 -26%
FCFS
623
First Command Financial Services
Texas
$3K -$973 -14 -26%
WPA
624
West Paces Advisors
Georgia
$2.19K – – –
BL
625
Balentine LLC
Georgia
$2K – – –