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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
EFSCE
727
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
TFO
728
Tarbox Family Office
California
$15K +$1.52K +11 +11%
MA
729
MUFG Americas
New York
$14K -$3.45K -25 -20%
BWA
730
Burt Wealth Advisors
Maryland
$14K – – –
VFA
731
Valeo Financial Advisors
Indiana
$14K +$13.3K +96 New
GRP
732
Global Retirement Partners
California
$12K – – –
SBL
733
Sargent Bickham Lagudis
Colorado
$12K – – –
PG
734
Patten Group
Tennessee
$11K – – –
SIC
735
Salem Investment Counselors
North Carolina
$11K +$9.25K +67 +479%
ANBT
736
American National Bank & Trust
Texas
$8K – – –
FAM
737
Fred Alger Management
New York
$7K -$8.56K -62 -55%
BL
738
Balentine LLC
Georgia
$6K – – –
BWM
739
Baystate Wealth Management
Massachusetts
$6K – – –
CFA
740
Carroll Financial Associates
North Carolina
$6K – – –
HWP
741
Hefty Wealth Partners
Indiana
$6K – – –
MWM
742
MinichMacGregor Wealth Management
New York
$5K – – –
SMG
743
Spectrum Management Group
Indiana
$4K +$3.45K +25 New
WTB
744
Washington Trust Bank
Washington
$3K -$44.2K -320 -94%
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$2.98K +$2.9K +21 New
OFW
746
Omnia Family Wealth
Florida
$2K -$4K -29 -66%
CFD
747
Creative Financial Designs
Indiana
$2K – – –
PVH
748
Psagot Value Holdings
Israel
$2K – – –
PMFA
749
Plante Moran Financial Advisors
Michigan
$1K – – –
SM
750
SCGE Management
California
– -$20.7M -156,000 Closed