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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
676
Parkside Financial Bank & Trust
Missouri
$9K – – –
PFO
677
Pathstone Family Office
New Jersey
$8K – – –
GI
678
Gradient Investments
Minnesota
$8K +$1.63K +17 +27%
TFS
679
TrustCore Financial Services
Tennessee
$8K +$3.84K +40 +91%
RA
680
Rational Advisors
New York
$7K -$20K -208 -73%
CB
681
Community Bank
New York
$7K – – –
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
KTC
683
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
GWS
684
Glassman Wealth Services
Virginia
$7K +$1.44K +15 +26%
SWA
685
Sutton Wealth Advisors
Florida
$6.27K – – –
GRP
686
Global Retirement Partners
California
$6K – – –
SFSIG
687
San Francisco Sentry Investment Group
California
$6K – – –
WAS
688
Winch Advisory Services
Wisconsin
$6K – – –
NCM
689
Nelson Capital Management
California
$4K – – –
HR
690
Howe & Rusling
New York
$4K +$192 +2 +5%
SB
691
Strategic Blueprint
Georgia
$4K +$4.22K +44 New
NIC
692
Northwest Investment Counselors
Oregon
$3K +$2.88K +30 New
GWAG
693
Garrett Wealth Advisory Group
Texas
$2.49K +$2.4K +25 New
WPA
694
West Paces Advisors
Georgia
$2.39K – – –
GWMIA
695
Global Wealth Management Investment Advisory
Florida
$2K -$10.7K -112 -82%
BWM
696
Baystate Wealth Management
Massachusetts
$2K +$96 +1 +5%
GT
697
Glenmede Trust
Pennsylvania
$1.42K +$1.63K +17 +0.1%
RWM
698
Raffa Wealth Management
District of Columbia
$1.29K +$1.25K +13 New
UB
699
UMB Bank
Missouri
$1.09K -$4.7K -49 -0.4%
APC
700
Aspire Private Capital
North Carolina
$1K -$4.13K -43 -80%
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