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Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
1326
Kiley Juergens Wealth Management
Washington
$60K
GWA
1327
Guidant Wealth Advisors
Illinois
$59K -$4.36K -18 -7%
M
1328
MOTCO
Texas
$57K +$23.5K +97 +70%
BWA
1329
BDO Wealth Advisors
Florida
$54K
BWP
1330
Baldwin Wealth Partners
Massachusetts
$54K +$20.8K +86 +61%
TC
1331
Trust Company
Kansas
$53K -$12.1K -50 -19%
EFSCE
1332
Enterprise Financial Services Corp (EFSC)
Missouri
$53K -$4.12K -17 -7%
NSIM
1333
North Star Investment Management
Illinois
$53K
NCM
1334
Nelson Capital Management
California
$53K +$2.9K +12 +6%
SCM
1335
Southport Capital Management
Tennessee
$53K +$53.3K +220 New
MSA
1336
Marino Stram & Associates
Massachusetts
$52K +$242 +1 +0.5%
BWL
1337
Bogart Wealth LLC
Virginia
$51K
TFS
1338
TrustCore Financial Services
Tennessee
$49K -$12.8K -53 -21%
QCIG
1339
Quad-Cities Investment Group
Iowa
$49K
NC
1340
NewSquare Capital
Pennsylvania
$49K +$1.21K +5 +3%
CI
1341
CX Institutional
Indiana
$48K
PCA
1342
Providence Capital Advisors
North Carolina
$48K
ADL
1343
Asset Dedication LLC
California
$46K -$7.26K -30 -14%
PCTC
1344
Perkins Coie Trust Company
Washington
$46K
GAM
1345
Gemmer Asset Management
California
$44K -$4.36K -18 -9%
Lazard Asset Management
1346
Lazard Asset Management
New York
$43K -$4.08M -16,865 -99%
MPWT
1347
MassMutual Private Wealth & Trust
Connecticut
$42.6K -$4.6K -19 -10%
NFG
1348
Next Financial Group
Texas
$41K +$41.2K +170 New
ME
1349
McIlrath & Eck
Washington
$40K +$1.21K +5 +3%
WPA
1350
West Paces Advisors
Georgia
$39.7K