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Name Holding Trade Value Shares
Change
Change in
Stake
SP
651
SWS Partners
Ohio
$51K -$3.4K -73 -7%
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$7.41K +159 +18%
WC
653
Whitney & Co
New York
$51K +$48.4K +1,040 New
RPG
654
Risk Paradigm Group
Texas
$50.8K +$3.73K +80 +8%
PCM
655
Poehling Capital Management
Wisconsin
$50K
LIA
656
LS Investment Advisors
Michigan
$49K
WIM
657
Westside Investment Management
California
$49K -$1.44K -31 -3%
MFW
658
Mosaic Family Wealth
Missouri
$47K +$1.86K +40 +4%
TL
659
TrueWealth LLC
Georgia
$44K +$2.1K +45 +5%
MCM
660
Manchester Capital Management
Vermont
$43K +$37.3K +800 +1,000%
PFA
661
Pathway Financial Advisors
Vermont
$40K
BRC
662
Bell Rock Capital
Delaware
$39K
HFP
663
Holistic Financial Partners
Indiana
$39K
MRCM
664
M&R Capital Management
New Jersey
$39K
PW
665
Price Wealth
Texas
$39K
H
666
Hexavest
Quebec, Canada
$38K
TSW
667
Thompson Siegel & Walmsley
Virginia
$38K
PSC
668
Prentiss Smith & Co
Vermont
$38K +$36K +774 New
HFM
669
Hartford Financial Management
Connecticut
$37K
HT
670
Heritage Trust
Oklahoma
$36K -$5.5K -118 -14%
MCM
671
Mainstay Capital Management
Michigan
$36K +$17.5K +375 +99%
TDC
672
Thompson Davis & Co
Virginia
$34K +$4.66K +100 +17%
AWM
673
Avior Wealth Management
Nebraska
$32K -$7.08K -152 -19%
1IA
674
1834 Investment Advisors
Wisconsin
$32K
PG
675
Patten Group
Tennessee
$32K