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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
476
Signator Financial Services
Massachusetts
$8K – – –
EFSCE
477
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
WA
478
WFG Advisors
Texas
$7K +$24 +2 +0.3%
ATC
479
Adirondack Trust Company
New York
$6K – – –
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.91K +495 New
PCM
481
Prelude Capital Management
New York
$6K +$5.97K +500 New
WT
482
Whittier Trust
California
$5K – – –
PMFA
483
Plante Moran Financial Advisors
Michigan
$4K – – –
NC
484
NewSquare Capital
Pennsylvania
$4K +$3.83K +321 New
MAM
485
Meeder Asset Management
Ohio
$3K – – –
TF
486
Tompkins Financial
New York
$3K – – –
LWA
487
Lenox Wealth Advisors
New York
$3K +$2.99K +250 New
Lazard Asset Management
488
Lazard Asset Management
New York
$3K +$3.36K +281 New
CAL
489
Capital Analysts LLC
Pennsylvania
$2.28K -$23.1K -1,932 -91%
CAW
490
Cornerstone Advisors (Washington)
Washington
$2K – – –
NES
491
New England Securities
New York
$2K – – –
PAS
492
Partnervest Advisory Services
California
$2K – – –
GI
493
Gradient Investments
Minnesota
$1K – – –
Group One Trading
494
Group One Trading
Illinois
$1K – – –
SMA
495
Simply Money Advisors
Ohio
$1K – – –
EWM
496
Evercore Wealth Management
New York
$1K +$1.05K +88 New
BC
497
Bartlett & Co
Ohio
$1K +$1.37K +115 New
FBT
498
Founders Bank & Trust
Michigan
$1K +$1.43K +120 New
AAA
499
Alpine Associates Advisors
New Jersey
– -$16.9M -1,532,600 Closed
HHC
500
Hutchin Hill Capital
New York
– -$11M -1,000,000 Closed