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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$7K -$2.31K -45 -23%
FHA
402
First Horizon Advisors
Tennessee
$7K
MSFP
403
Mark Sheptoff Financial Planning
Connecticut
$7K
HR
404
Howe & Rusling
New York
$6K
ZB
405
Zions Bancorporation
Utah
$6K +$1.08K +21 +25%
PCP
406
Proficio Capital Partners
Massachusetts
$6K +$3.96K +77 +350%
AC
407
Alexandria Capital
Virginia
$5K -$2.52K -49 -35%
SSB
408
Sandy Spring Bank
Maryland
$5K
PG
409
Patten Group
Tennessee
$4.9K
AIM
410
Anchor Investment Management
South Carolina
$4.9K +$5.14K +100 New
WEC
411
Winslow Evans & Crocker
Massachusetts
$3.87K -$216K -4,199 -98%
GAM
412
Gemmer Asset Management
California
$3K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$3K
PFG
414
Piershale Financial Group
Illinois
$3K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$2K
SA
416
SRH Advisors
Kansas
$2K
TDC
417
Thompson Davis & Co
Virginia
$2K +$719 +14 +47%
SWA
418
Sutton Wealth Advisors
Florida
$1.03K
TFO
419
Tarbox Family Office
California
$1K -$411 -8 -24%
AF
420
Allworth Financial
California
$1K
CFG
421
CKW Financial Group
Hawaii
$1K
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
OC
423
Oakworth Capital
Alabama
$1K
VCM
424
Versant Capital Management
Arizona
$1K
HCM
425
Herndon Capital Management
Georgia
$1K +$925 +18 New