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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Acrospire Investment Management
Illinois
$67K -$41.2K -400 -40%
JCM
502
Jacobi Capital Management
Pennsylvania
$67K
EA
503
Edge Advisors
Georgia
$60K -$27.3K -265 -32%
PCA
504
Peddock Capital Advisors
Massachusetts
$59K
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$58K -$30.2K -293 -36%
AAP
506
Arax Advisory Partners
Colorado
$58K +$2.58K +25 +5%
PA
507
Parallel Advisors
California
$56K -$2.06K -20 -4%
AWMS
508
Advocacy Wealth Management Services
Georgia
$56K
FPFS
509
First Personal Financial Services
North Carolina
$48K +$30.9K +300 +226%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$47K
CB
511
Community Bank
New York
$46K +$8.04K +78 +23%
FHA
512
First Horizon Advisors
Tennessee
$42K
WAS
513
Winch Advisory Services
Wisconsin
$42K +$38.7K +375 New
GWM
514
Geneos Wealth Management
Colorado
$40K -$4.64K -45 -11%
CLOS
515
Compagnie Lombard Odier SCmA
Switzerland
$39K -$36.1K -350 -50%
SPIA
516
Steward Partners Investment Advisory
New York
$37K +$19.7K +191 +128%
PSUF
517
People's United Financial
Connecticut
$31K +$19.1K +185 +191%
VFA
518
Virtus Fund Advisers
Connecticut
$30K -$32.4K -314 -54%
CMBA
519
C.M. Bidwell & Associates
Hawaii
$30K +$6.18K +60 +29%
FANJ
520
Financial Architects (New Jersey)
New Jersey
$29K +$928 +9 +4%
GLI
521
Guardian Life Insurance
New York
$28K -$18.4K -179 -42%
GRP
522
Global Retirement Partners
California
$28K
TCOV
523
Trust Company of Vermont
Vermont
$26K
WA
524
Winfield Associates
Ohio
$24K +$7.42K +72 +52%
PFO
525
Pathstone Family Office
New Jersey
$24K +$21K +204 +4,080%