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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
751
Pin Oak Investment Advisors
Texas
$78K – – –
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$3.13K -149 -5%
FF
753
FourThought Financial
Florida
$77K +$66.4K +3,165 New
MIFH
754
Migdal Insurance & Financial Holdings
Israel
$76K -$6K -286 -8%
JFA
755
JNBA Financial Advisors
Minnesota
$74K – – –
PP
756
PrairieView Partners
Minnesota
$74K +$105 +5 +0.2%
KFS
757
Kelly Financial Services
Massachusetts
$73.5K +$252 +12 +0.4%
PO
758
Private Ocean
California
$73K -$2.62K -125 -4%
TPCW
759
TD Private Client Wealth
New York
$71K -$1.93K -92 -3%
RIM
760
Rockbridge Investment Management
New York
$71K +$32.8K +1,563 +117%
ICP
761
Interchange Capital Partners
Pennsylvania
$69K +$59K +2,812 New
PFGIA
762
Patriot Financial Group Insurance Agency
Massachusetts
$67K – – –
MA
763
Montag & Associates
Georgia
$67K +$57.4K +2,734 New
BFC
764
Bedel Financial Consulting
Indiana
$62K – – –
PWM
765
Perigon Wealth Management
California
$62K +$53.1K +2,532 New
FCB
766
First Command Bank
Texas
$60K – – –
FCFS
767
First Command Financial Services
Texas
$60K – – –
TWA
768
TCI Wealth Advisors
Arizona
$59K -$25.8K -1,227 -34%
FFA
769
Freedman Financial Associates
Massachusetts
$56K +$47.5K +2,264 New
APA
770
American Portfolios Advisors
New York
$55.2K -$2.83K -135 -6%
Credit Agricole
771
Credit Agricole
France
$55K -$301K -14,352 -87%
TC
772
Trust Company
Kansas
$55K -$14.2K -676 -23%
EI
773
Ellevest Inc
New York
$55K +$13.1K +626 +39%
GLLW
774
Graves Light Lenhart Wealth
Virginia
$55K +$46.6K +2,222 New
RWA
775
Ropes Wealth Advisors
Massachusetts
$54K -$1.87K -89 -4%