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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$3K
RIA
327
RPG Investment Advisory
California
$3K
KA
328
Kozak & Associates
Colorado
$3K +$3.63K +18 New
EFSCE
329
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
HIIFS
330
Harel Insurance Investments & Financial Services
Israel
$2K
HFS
331
Horizon Financial Services
North Carolina
$2K
HR
332
Howe & Rusling
New York
$2K
MA
333
MCF Advisors
Kentucky
$2K
PWA
334
Phoenix Wealth Advisors
North Carolina
$2K
SIC
335
Salem Investment Counselors
North Carolina
$2K +$806 +4 +67%
FF
336
FourThought Financial
Florida
$2K +$3.22K +16 New
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$1K -$1.61K -8 -73%
LFG
338
Larson Financial Group
Missouri
$1K -$403 -2 -20%
DWA
339
Delos Wealth Advisors
Texas
$1K
IFAM
340
Institutional & Family Asset Management
Colorado
$1K
MIM
341
Macroview Investment Management
Maryland
$1K
SWM
342
Selective Wealth Management
Virginia
$1K
SWM
343
Sugarloaf Wealth Management
Georgia
$1K
WQ
344
Wealth Quarterback
New Jersey
$1K
LWM
345
Liberty Wealth Management
California
$1K +$604 +3 New
DSC
346
Duncker Streett & Co
Missouri
$1K +$1.21K +6 New
KIG
347
Kowal Investment Group
Wisconsin
$1K +$1.61K +8 New
SCA
348
Stonebridge Capital Advisors
Minnesota
$1K +$1.61K +8 New
SWA
349
Sutton Wealth Advisors
Florida
$365 +$403 +2 New
T. Rowe Price Associates
350
T. Rowe Price Associates
Maryland
-$49.7M -205,035 Closed