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Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Smithfield Trust
Pennsylvania
$18K
CIP
202
Convergence Investment Partners
Florida
$18K +$17.9K +506 New
SFM
203
Signet Financial Management
New Jersey
$17K +$17.6K +500 New
CAW
204
Cornerstone Advisors (Washington)
Washington
$16K +$2.29K +65 +17%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$16K +$15.8K +448 New
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$5.93K +168 +62%
BFC
207
Bedel Financial Consulting
Indiana
$15K +$14.9K +422 New
SFSIG
208
San Francisco Sentry Investment Group
California
$14K
VFA
209
Valeo Financial Advisors
Indiana
$14K +$212 +6 +2%
LWA
210
Lenox Wealth Advisors
New York
$13K -$1.87K -53 -12%
HI
211
Hudock Inc
Pennsylvania
$13K
LFA
212
Legacy Financial Advisors
Kentucky
$13K +$6.84K +194 +97%
WDL
213
Well Done LLC
Michigan
$13K +$13.2K +375 New
AF
214
Advisornet Financial
Minnesota
$12K
FPFS
215
First Personal Financial Services
North Carolina
$12K
WAS
216
Winch Advisory Services
Wisconsin
$12K +$71 +2 +0.6%
FHA
217
First Horizon Advisors
Tennessee
$11K
GWM
218
Geneos Wealth Management
Colorado
$11K
RFA
219
Reilly Financial Advisors
California
$11K
TC
220
Trust Company
Kansas
$11K
BL
221
Balentine LLC
Georgia
$10K -$170K -4,815 -94%
BAM
222
Bruderman Asset Management
New York
$10K +$10.6K +300 New
JA
223
JOYN Advisors
Georgia
$10K +$10.6K +300 New
APA
224
American Portfolios Advisors
New York
$9.38K
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$8K