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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
651
Winch Advisory Services
Wisconsin
$52K -$4.42K -95 -8%
SP
652
SWS Partners
Ohio
$51K -$3.4K -73 -7%
EFSCE
653
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$7.41K +159 +18%
WC
654
Whitney & Co
New York
$51K +$48.4K +1,040 New
RPG
655
Risk Paradigm Group
Texas
$50.8K +$3.73K +80 +8%
PCM
656
Poehling Capital Management
Wisconsin
$50K – – –
LIA
657
LS Investment Advisors
Michigan
$49K – – –
WIM
658
Westside Investment Management
California
$49K -$1.44K -31 -3%
MFW
659
Mosaic Family Wealth
Missouri
$47K +$1.86K +40 +4%
TL
660
TrueWealth LLC
Georgia
$44K +$2.1K +45 +5%
MCM
661
Manchester Capital Management
Vermont
$43K +$37.3K +800 +1,000%
PFA
662
Pathway Financial Advisors
Vermont
$40K – – –
BRC
663
Bell Rock Capital
Delaware
$39K – – –
HFP
664
Holistic Financial Partners
Indiana
$39K – – –
MRCM
665
M&R Capital Management
New Jersey
$39K – – –
PW
666
Price Wealth
Texas
$39K – – –
H
667
Hexavest
Quebec, Canada
$38K – – –
TSW
668
Thompson Siegel & Walmsley
Virginia
$38K – – –
PSC
669
Prentiss Smith & Co
Vermont
$38K +$36K +774 New
HFM
670
Hartford Financial Management
Connecticut
$37K – – –
HT
671
Heritage Trust
Oklahoma
$36K -$5.5K -118 -14%
MCM
672
Mainstay Capital Management
Michigan
$36K +$17.5K +375 +99%
TDC
673
Thompson Davis & Co
Virginia
$34K +$4.66K +100 +17%
AWM
674
Avior Wealth Management
Nebraska
$32K -$7.08K -152 -19%
1IA
675
1834 Investment Advisors
Wisconsin
$32K – – –