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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
501
Jacobi Capital Management
Pennsylvania
$58K – – –
PCA
502
Peddock Capital Advisors
Massachusetts
$51K – – –
AAP
503
Arax Advisory Partners
Colorado
$50K -$913 -9 -2%
EFSCE
504
Enterprise Financial Services Corp (EFSC)
Missouri
$49K -$2.03K -20 -4%
AWMS
505
Advocacy Wealth Management Services
Georgia
$49K – – –
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$49K +$8.62K +85 +20%
PA
507
Parallel Advisors
California
$47K -$4.06K -40 -8%
FPFS
508
First Personal Financial Services
North Carolina
$47K +$4.46K +44 +10%
VFA
509
Valeo Financial Advisors
Indiana
$46K +$47.8K +471 New
GWM
510
Geneos Wealth Management
Colorado
$43K +$8.62K +85 +24%
EA
511
Edge Advisors
Georgia
$40K -$13.5K -133 -24%
CB
512
Community Bank
New York
$40K – – –
FHA
513
First Horizon Advisors
Tennessee
$37K – – –
SPIA
514
Steward Partners Investment Advisory
New York
$35K +$2.43K +24 +7%
CLOS
515
Compagnie Lombard Odier SCmA
Switzerland
$34K – – –
TF
516
Tompkins Financial
New York
$31K -$95.3K -940 -75%
AWM
517
AllSquare Wealth Management
New York
$30K +$30.8K +304 New
GRP
518
Global Retirement Partners
California
$29K +$4.67K +46 +19%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$27K +$27.8K +274 New
VFA
520
Virtus Fund Advisers
Connecticut
$26K – – –
RIA
521
RPG Investment Advisory
California
$26K +$26.9K +265 New
GLI
522
Guardian Life Insurance
New York
$25K – – –
NMC
523
Nine Masts Capital
Hong Kong
$25K +$25.9K +255 New
TRCT
524
Tower Research Capital (TRC)
New York
$24K -$39.7K -391 -62%
TCOV
525
Trust Company of Vermont
Vermont
$23K – – –