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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Princeton Capital Management
New Jersey
$13K – – –
HT
452
Heritage Trust
Oklahoma
$12K – – –
PCP
453
Proficio Capital Partners
Massachusetts
$12K – – –
QCIG
454
Quad-Cities Investment Group
Iowa
$12K – – –
TF
455
Tompkins Financial
New York
$12K – – –
GEA
456
Glen Eagle Advisors
New Jersey
$11.6K – – –
EFSCE
457
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
CFA
458
Carroll Financial Associates
North Carolina
$10K – – –
LNB
459
Ledyard National Bank
$10K – – –
SF
460
Synovus Financial
Georgia
$10K – – –
SPIA
461
Steward Partners Investment Advisory
New York
$10K +$2.94K +54 +49%
AssetMark Inc
462
AssetMark Inc
California
$9K – – –
JCM
463
Jacobi Capital Management
Pennsylvania
$8K – – –
LFA
464
Legacy Financial Advisors
Kentucky
$8K – – –
TCOV
465
Trust Company of Vermont
Vermont
$8K – – –
OIA
466
OneDigital Investment Advisors
Kansas
$7K +$1.69K +31 +36%
WSTAM
467
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$6.32K +116 New
APP
468
Avantax Planning Partners
Iowa
$7K +$6.81K +125 New
AWM
469
Avior Wealth Management
Nebraska
$6K – – –
GWS
470
Glassman Wealth Services
Virginia
$6K – – –
QAM
471
QCI Asset Management
New York
$6K – – –
PFBT
472
Parkside Financial Bank & Trust
Missouri
$6K +$163 +3 +3%
SIAS
473
Shine Investment Advisory Services
Colorado
$6K +$5.45K +100 New
BL
474
Balentine LLC
Georgia
$6K +$6.05K +111 New
EARNEST Partners
475
EARNEST Partners
Georgia
$5K – – –