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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
676
Tarbox Family Office
California
$15K +$4.89K +53 +52%
HWA
677
HHM Wealth Advisors
Tennessee
$15K +$14.4K +156 New
HGWM
678
Harvest Group Wealth Management
Massachusetts
$14K – – –
HFA
679
HC Financial Advisors
California
$14K – – –
JGIA
680
Jackson Grant Investment Advisers
Connecticut
$14K – – –
AWA
681
Arkadios Wealth Advisors
Georgia
$13.9K – – –
FAM
682
Fred Alger Management
New York
$13K – – –
SCA
683
Stonebridge Capital Advisors
Minnesota
$13K – – –
FDCDDQ
684
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K – – –
PFBT
685
Parkside Financial Bank & Trust
Missouri
$12K +$2.68K +29 +32%
APC
686
Aspire Private Capital
North Carolina
$12K +$11.1K +120 +3,000%
NSIM
687
North Star Investment Management
Illinois
$11K -$10.5K -114 -50%
CDIA
688
Capital Directions Investment Advisors
Georgia
$11K – – –
RG
689
Retirement Group
California
$11K +$10.7K +116 New
EWA
690
Evolution Wealth Advisors
Florida
$10K +$2.31K +25 +32%
BL
691
Balentine LLC
Georgia
$10K +$4.89K +53 +113%
LFG
692
Larson Financial Group
Missouri
$10K +$9.79K +106 New
SWA
693
Sutton Wealth Advisors
Florida
$9.27K +$3.05K +33 +52%
AW
694
Alpha Windward
Massachusetts
$9K -$372K -4,032 -98%
ZB
695
Zions Bancorporation
Utah
$9K -$2.4K -26 -22%
BWP
696
Baldwin Wealth Partners
Massachusetts
$9K – – –
H
697
Hexavest
Quebec, Canada
$9K – – –
PFO
698
Pathstone Family Office
New Jersey
$8K – – –
SLF
699
Sun Life Financial
Ontario, Canada
$8K +$185 +2 +2%
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$554 -6 -8%
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