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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
526
Freestone Capital Holdings
Washington
$4.65K – – –
AF
527
Allworth Financial
California
$4K – – –
GWS
528
Glassman Wealth Services
Virginia
$3K – – –
EFSCE
529
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$720 +5 +33%
IAIM
530
International Assets Investment Management
Florida
$3K +$2.31K +16 New
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.59K +18 New
Jones Financial Companies
532
Jones Financial Companies
Missouri
$3K +$2.74K +19 New
APWA
533
Atlas Private Wealth Advisors
New Jersey
$3K +$3.02K +21 New
SWA
534
Sutton Wealth Advisors
Florida
$2.56K +$720 +5 +45%
LC
535
Lindbrook Capital
California
$2K -$720 -5 -25%
BAM
536
Bellevue Asset Management
Washington
$2K -$288 -2 -13%
ABC
537
Associated Banc-Corp
Wisconsin
$2K – – –
JCM
538
Jacobi Capital Management
Pennsylvania
$2K – – –
PWMG
539
Prestige Wealth Management Group
New Jersey
$2K – – –
JPLA
540
Joseph P. Lucia & Associates
New York
$2K +$1.44K +10 New
MLFP
541
MPS Loria Financial Planners
Illinois
$2K +$1.44K +10 New
SFO
542
Standard Family Office
South Dakota
$2K +$1.44K +10 New
TWA
543
TCI Wealth Advisors
Arizona
$2K +$2.02K +14 New
GFPC
544
Global Financial Private Client
Florida
$1.76K – – –
RWM
545
Raffa Wealth Management
District of Columbia
$1.6K – – –
BWM
546
BerganKDV Wealth Management
Minnesota
$1K – – –
MCM
547
Manchester Capital Management
Vermont
$1K +$432 +3 +100%
AssetMark Inc
548
AssetMark Inc
California
$1K +$1.01K +7 New
SACTSONJ
549
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$90K -100,700 Closed
GF
550
Greenhouse Funds
Maryland
– -$7.4M -59,247 Closed