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Name Holding Trade Value Shares
Change
Change in
Stake
AJ
1326
Ashburton (Jersey)
Jersey
$63K +$63K +260 New
TDC
1327
Thompson Davis & Co
Virginia
$62K +$242 +1 +0.4%
KJWM
1328
Kiley Juergens Wealth Management
Washington
$60K – – –
GWA
1329
Guidant Wealth Advisors
Illinois
$59K -$4.36K -18 -7%
M
1330
MOTCO
Texas
$57K +$23.5K +97 +70%
BWA
1331
BDO Wealth Advisors
Florida
$54K – – –
BWP
1332
Baldwin Wealth Partners
Massachusetts
$54K +$20.8K +86 +61%
TC
1333
Trust Company
Kansas
$53K -$12.1K -50 -19%
EFSCE
1334
Enterprise Financial Services Corp (EFSC)
Missouri
$53K -$4.12K -17 -7%
NSIM
1335
North Star Investment Management
Illinois
$53K – – –
NCM
1336
Nelson Capital Management
California
$53K +$2.9K +12 +6%
SCM
1337
Southport Capital Management
Tennessee
$53K +$53.3K +220 New
MSA
1338
Marino Stram & Associates
Massachusetts
$52K +$242 +1 +0.5%
BWL
1339
Bogart Wealth LLC
Virginia
$51K – – –
TFS
1340
TrustCore Financial Services
Tennessee
$49K -$12.8K -53 -21%
QCIG
1341
Quad-Cities Investment Group
Iowa
$49K – – –
NC
1342
NewSquare Capital
Pennsylvania
$49K +$1.21K +5 +3%
CI
1343
CX Institutional
Indiana
$48K – – –
PCA
1344
Providence Capital Advisors
North Carolina
$48K – – –
ADL
1345
Asset Dedication LLC
California
$46K -$7.26K -30 -14%
PCTC
1346
Perkins Coie Trust Company
Washington
$46K – – –
GAM
1347
Gemmer Asset Management
California
$44K -$4.36K -18 -9%
Lazard Asset Management
1348
Lazard Asset Management
New York
$43K -$4.08M -16,865 -99%
MPWT
1349
MassMutual Private Wealth & Trust
Connecticut
$42.6K -$4.6K -19 -10%
NFG
1350
Next Financial Group
Texas
$41K +$41.2K +170 New