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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
One Wealth Advisors
California
$31K
WWM
227
Willingdon Wealth Management
North Carolina
$29K +$18.5K +1,165 +133%
WPW
228
Winthrop Partners - WNY
New York
$28.6K +$31.8K +2,000 New
Bessemer Group
229
Bessemer Group
New Jersey
$27K
LIA
230
LS Investment Advisors
Michigan
$27K
UBS AM
231
UBS AM
Illinois
$26.2K
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$5.98K -376 -22%
FPFS
233
First Personal Financial Services
North Carolina
$18K -$48.4K -3,042 -70%
SIC
234
Salem Investment Counselors
North Carolina
$17K
FRA
235
Front Row Advisors
California
$17K +$5.04K +317 +38%
CWA
236
Clarus Wealth Advisors
Arizona
$17K +$15.9K +1,000 New
PA
237
Parallel Advisors
California
$16K -$668 -42 -3%
TIM
238
Thornburg Investment Management
New Mexico
$15K -$8.49M -533,881 -100%
SFG
239
SevenBridge Financial Group
Pennsylvania
$15K +$4.64K +292 +100%
BFC
240
Bedel Financial Consulting
Indiana
$14K
VFA
241
Valeo Financial Advisors
Indiana
$13K -$1.06K -67 -7%
CHP
242
Cable Hill Partners
Oregon
$13K
VIA
243
Vantage Investment Advisors
Pennsylvania
$12K
SSB
244
Sandy Spring Bank
Maryland
$12K +$2.07K +130 +18%
SPIA
245
Steward Partners Investment Advisory
New York
$10K -$11.1K -697 -49%
LFA
246
Legacy Financial Advisors
Kentucky
$10K +$2.69K +169 +31%
BWM
247
BerganKDV Wealth Management
Minnesota
$10K +$10.6K +664 New
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$9K
TFS
249
TrustCore Financial Services
Tennessee
$9K +$5.39K +339 +118%
ClearBridge Investments
250
ClearBridge Investments
New York
$8K -$21.9M -1,375,268 -100%