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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
WA
477
WFG Advisors
Texas
$7K +$24 +2 +0.3%
ATC
478
Adirondack Trust Company
New York
$6K
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.91K +495 New
PCM
480
Prelude Capital Management
New York
$6K +$5.97K +500 New
WT
481
Whittier Trust
California
$5K
PMFA
482
Plante Moran Financial Advisors
Michigan
$4K
NC
483
NewSquare Capital
Pennsylvania
$4K +$3.83K +321 New
MAM
484
Meeder Asset Management
Ohio
$3K
TF
485
Tompkins Financial
New York
$3K
LWA
486
Lenox Wealth Advisors
New York
$3K +$2.99K +250 New
Lazard Asset Management
487
Lazard Asset Management
New York
$3K +$3.36K +281 New
CAL
488
Capital Analysts LLC
Pennsylvania
$2.28K -$23.1K -1,932 -91%
CAW
489
Cornerstone Advisors (Washington)
Washington
$2K
NES
490
New England Securities
New York
$2K
PAS
491
Partnervest Advisory Services
California
$2K
GI
492
Gradient Investments
Minnesota
$1K
Group One Trading
493
Group One Trading
Illinois
$1K
SMA
494
Simply Money Advisors
Ohio
$1K
EWM
495
Evercore Wealth Management
New York
$1K +$1.05K +88 New
BC
496
Bartlett & Co
Ohio
$1K +$1.37K +115 New
FBT
497
Founders Bank & Trust
Michigan
$1K +$1.43K +120 New
UB
498
UMB Bank
Missouri
$405 -$96.2K -8,050 -18%
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