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Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
WealthTrust-Arizona
Arizona
$16K -$485 -4 -3%
MNBTD
527
Moody National Bank Trust Division
Texas
$15K +$15.6K +129 New
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$13K +$2.06K +17 +18%
CIA
529
CSat Investment Advisory
Michigan
$13K +$4.36K +36 +46%
PWMG
530
Prestige Wealth Management Group
New Jersey
$13K +$13.9K +115 New
HL
531
Harding Loevner
New Jersey
$12K -$58.1K -480 -83%
CB
532
Community Bank
New York
$12K
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
WAP
534
Wealthcare Advisory Partners
Pennsylvania
$12K
PRC
535
Pearl River Capital
Michigan
$12K +$12.1K +100 New
BOPW
536
Brandywine Oak Private Wealth
Pennsylvania
$11K +$12.1K +100 New
CHP
537
Cable Hill Partners
Oregon
$10K
MA
538
MUFG Americas
New York
$10K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$10K +$3.15K +26 +43%
LPWM
540
Lake Point Wealth Management
Texas
$10K +$10.4K +86 New
TCOV
541
Trust Company of Vermont
Vermont
$9K -$7.27K -60 -44%
FHA
542
Flagship Harbor Advisors
Massachusetts
$9K
SFSIG
543
San Francisco Sentry Investment Group
California
$8K +$121 +1 +1%
ZB
544
Zions Bancorporation
Utah
$8K +$1.09K +9 +15%
BWL
545
Bogart Wealth LLC
Virginia
$8K +$1.33K +11 +19%
CAPTRUST Financial Advisors
546
CAPTRUST Financial Advisors
North Carolina
$8K +$6.66K +55 +306%
WANY
547
Wealthspire Advisors (New York)
New York
$8K +$8K +66 New
KPW
548
Kore Private Wealth
New York
$8K +$8.24K +68 New
EARNEST Partners
549
EARNEST Partners
Georgia
$7K
FCA
550
FinTrust Capital Advisors
South Carolina
$7K +$6.91K +57 New