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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
451
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$612 -5 -11%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SLF
453
Sun Life Financial
Ontario, Canada
$4K +$122 +1 +3%
GAM
454
Gemmer Asset Management
California
$4K +$612 +5 +16%
GWS
455
Glassman Wealth Services
Virginia
$4K +$2.69K +22 +122%
LPWM
456
Lake Point Wealth Management
Texas
$4K +$5.14K +42 New
HWA
457
Heritage Wealth Advisors
Virginia
$3.2K – – –
SFS
458
Sowell Financial Services
Arkansas
$3K -$243K -1,986 -99%
EARNEST Partners
459
EARNEST Partners
Georgia
$3K – – –
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
OIA
461
Optimum Investment Advisors
Illinois
$3K – – –
SWM
462
Sugarloaf Wealth Management
Georgia
$3K – – –
IA
463
IndexIQ Advisors
New York
$3K +$734 +6 +30%
TWA
464
TCI Wealth Advisors
Arizona
$3K +$1.1K +9 +41%
WPA
465
West Paces Advisors
Georgia
$2.77K – – –
BBHC
466
Brown Brothers Harriman & Co
New York
$2K -$14.7K -120 -86%
OPS
467
Orion Portfolio Solutions
Nebraska
$2K -$1.59K -13 -36%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$2K -$978 -8 -32%
M
469
MOTCO
Texas
$2K +$1.83K +15 New
VFA
470
Valeo Financial Advisors
Indiana
$2K +$1.83K +15 New
AA
471
Advisory Alpha
Michigan
$1.86K +$1.83K +15 New
ED
472
Exane Derivatives
France
$1.49K – – –
AF
473
Advisornet Financial
Minnesota
$1K – – –
APC
474
Aspire Private Capital
North Carolina
$1K – – –
BWM
475
BerganKDV Wealth Management
Minnesota
$1K – – –