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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
976
BerganKDV Wealth Management
Minnesota
$49K – – –
PA
977
Perennial Advisors
New York
$49K – – –
ADL
978
Asset Dedication LLC
California
$46K -$3.05K -20 -6%
SFG
979
SevenBridge Financial Group
Pennsylvania
$45K – – –
TL
980
TrueWealth LLC
Georgia
$45K – – –
MRCM
981
M&R Capital Management
New Jersey
$44K -$15.3K -100 -25%
CFA
982
Carroll Financial Associates
North Carolina
$44K – – –
CBT
983
Central Bank & Trust
Kentucky
$44K – – –
ER
984
Enlightenment Research
Florida
$44K +$45.8K +300 New
NC
985
NewSquare Capital
Pennsylvania
$43K – – –
AAP
986
Arax Advisory Partners
Colorado
$42K -$9.93K -65 -18%
CIM
987
Contravisory Investment Management
Massachusetts
$42K +$44K +288 New
HDIM
988
Hanson & Doremus Investment Management
Vermont
$41K -$9.77K -64 -19%
LPC
989
Loeb Partners Corp
New York
$39K -$1.55M -10,170 -97%
TI
990
Truehand Inc
New Hampshire
$39K +$40.9K +268 New
CA
991
Crewe Advisors
Utah
$38K – – –
EFSCE
992
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$18.5K -121 -32%
FGC
993
Financial Gravity Companies
Texas
$37K +$35.3K +231 New
FANJ
994
Financial Architects (New Jersey)
New Jersey
$36K – – –
CAM
995
Cresset Asset Management
Illinois
$36K +$37.1K +243 New
QCG
996
Quadrant Capital Group
Ohio
$35K -$1.22K -8 -3%
KPW
997
Kore Private Wealth
New York
$35K +$36.3K +238 New
ONST
998
Old North State Trust
North Carolina
$33K – – –
FRA
999
Front Row Advisors
California
$31K – – –
OFW
1000
Omnia Family Wealth
Florida
$31K – – –