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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$1.01K +6 +7%
FWM
702
Focused Wealth Management
New York
$16K -$5.39K -32 -26%
EARNEST Partners
703
EARNEST Partners
Georgia
$16K
RPWA
704
Regent Peak Wealth Advisors
Georgia
$15K +$13.6K +81 New
SIC
705
Salem Investment Counselors
North Carolina
$13K
AF
706
Allworth Financial
California
$13K +$12.3K +73 New
CMA
707
Cedar Mountain Advisors
Oregon
$12K
ME
708
McIlrath & Eck
Washington
$12K
TCOV
709
Trust Company of Vermont
Vermont
$11K
TWM
710
Tradition Wealth Management
Minnesota
$11K +$10.1K +60 New
FF
711
FourThought Financial
Florida
$11K +$10.4K +62 New
PI
712
PEAK6 Investments
Illinois
$10K -$3.31M -19,645 -100%
BWL
713
Bogart Wealth LLC
Virginia
$10K
TWA
714
TCI Wealth Advisors
Arizona
$10K +$9.27K +55 New
FMP
715
Financial Management Professionals
Texas
$9K
HIM
716
Hillsdale Investment Management
Ontario, Canada
$9K +$8.43K +50 New
PMFA
717
Plante Moran Financial Advisors
Michigan
$8K
SWA
718
Sutton Wealth Advisors
Florida
$7.35K +$506 +3 +8%
ST
719
Smithfield Trust
Pennsylvania
$7K +$5.73K +34 +425%
WPA
720
West Paces Advisors
Georgia
$6.63K
CWA
721
Carolina Wealth Advisors
South Carolina
$6K -$8.09K -48 -59%
WB
722
Webster Bank
Connecticut
$6K
MA
723
MUFG Americas
New York
$6K +$506 +3 +10%
DAM
724
Delta Asset Management
Tennessee
$5K
TIM
725
Tortoise Investment Management
New York
$5K