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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$11K +$1.94K +116 +23%
PAM
202
Panagora Asset Management
Massachusetts
$10K – – –
TI
203
Truehand Inc
New Hampshire
$9K – – –
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
CAAS
205
Capital Asset Advisory Services
Michigan
$8K +$7.52K +450 New
IFAM
206
Institutional & Family Asset Management
Colorado
$7K – – –
MCM
207
Manchester Capital Management
Vermont
$7K – – –
PA
208
Parallel Advisors
California
$7K +$5.25K +314 +506%
SWA
209
Sutton Wealth Advisors
Florida
$6.78K -$84 -5 -1%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
S
211
SignatureFD
Georgia
$6K +$552 +33 +11%
SFS
212
Sowell Financial Services
Arkansas
$6K +$3.03K +181 +124%
GTAM
213
Global Trust Asset Management
Florida
$6K +$5.15K +308 New
FPS
214
Fieldpoint Private Securities
Connecticut
$6K +$5.52K +330 New
PFBT
215
Parkside Financial Bank & Trust
Missouri
$5K +$3.26K +195 +382%
GAM
216
Gemmer Asset Management
California
$4K -$585 -35 -13%
TWA
217
TCI Wealth Advisors
Arizona
$4K – – –
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$4K +$3.19K +191 New
EA
219
Elm Advisors
California
$4K +$3.71K +222 New
ARMC
220
American Research & Management Company
Massachusetts
$3K – – –
VCM
221
Versant Capital Management
Arizona
$3K +$669 +40 +31%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$3K +$1.54K +92 +114%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$3K +$1.59K +95 +106%
APA
224
American Portfolios Advisors
New York
$2.86K – – –
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –