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Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$1K
BWM
127
Baystate Wealth Management
Massachusetts
$1K
IFAM
128
Institutional & Family Asset Management
Colorado
$1K
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$1K +$92 +5 New
JWM
130
Janiczek Wealth Management
Colorado
$1K +$920 +50 New
CS
131
Candriam SCA
Luxembourg
$1K +$1.01K +55 New
CFA
132
Carroll Financial Associates
North Carolina
$1K +$1.01K +55 New
LWP
133
Laurel Wealth Planning
Minnesota
$1K +$1.29K +70 New
William Blair & Company
134
William Blair & Company
Illinois
-$444K -26,220 Closed
LSAG
135
Lake Street Advisors Group
New Hampshire
-$292K -15,440 Closed
BP
136
Ballentine Partners
Massachusetts
-$209K -12,335 Closed
Deutsche Bank
137
Deutsche Bank
Germany
-$67K -3,955 Closed
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
-$35K -2,085 Closed
LWCFA
139
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -500 Closed
M
140
MOTCO
Texas
-$2K -120 Closed
LWM
141
Liberty Wealth Management
California
-$1.56K -85 -89%
BC
142
Bartlett & Co
Ohio
-$1K -60 Closed
BCWM
143
Bartlett & Co Wealth Management
Ohio
-$1.02K -60 Closed