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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
851
Atlantic Union Bankshares
Virginia
$104K -$1.72K -200 -2%
DA
852
Doliver Advisors
Texas
$104K -$1.29K -150 -1%
CL
853
CPWM LLC
Washington
$104K – – –
CAM
854
Claret Asset Management
Quebec, Canada
$104K +$3.57K +416 +4%
VNB
855
Virginia National Bank
Virginia
$103K -$90.6K -10,550 -47%
CPSAC
856
Chas P. Smith & Associates (CPS)
Florida
$103K – – –
RWP
857
RWA Wealth Partners
Massachusetts
$103K +$713 +83 +0.7%
CAN
858
Claraphi Advisory Network
United States
$103K +$100K +11,686 New
AWM
859
Aries Wealth Management
Maine
$102K -$3.44K -400 -3%
GFS
860
GYL Financial Synergies
Connecticut
$102K +$99.4K +11,572 New
CWG
861
Cornerstone Wealth Group
North Carolina
$102K +$100K +11,664 New
MOS
862
MGO One Seven
Ohio
$101K -$5.01K -583 -5%
CAG
863
Crestwood Advisors Group
Massachusetts
$101K – – –
HC
864
Hourglass Capital
Texas
$101K – – –
WSC
865
Wellington Shields & Co
New York
$101K – – –
LIA
866
LBMC Investment Advisors
Tennessee
$101K +$876 +102 +0.9%
GAM
867
Gotham Asset Management
New York
$100K -$16.1M -1,873,660 -99%
PHAM
868
Palisades Hudson Asset Management
Florida
$100K – – –
JWA
869
JFS Wealth Advisors
Pennsylvania
$100K +$180 +21 +0.2%
MA
870
MCF Advisors
Kentucky
$100K +$97.4K +11,336 New
Wolverine Trading
871
Wolverine Trading
Illinois
$99K -$1.1M -127,686 -92%
AIP
872
Ahrens Investment Partners
Louisiana
$99K -$1.72K -200 -2%
ZF
873
Zhang Financial
Michigan
$99K – – –
GLI
874
Guardian Life Insurance
New York
$99K +$1.55K +180 +2%
EFSCE
875
Enterprise Financial Services Corp (EFSC)
Missouri
$99K +$49.8K +5,796 +105%