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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
326
Ropes Wealth Advisors
Massachusetts
$6K -$7.93K -375 -54%
CAW
327
Cornerstone Advisors (Washington)
Washington
$6K -$1.61K -76 -20%
CCA
328
Column Capital Advisors
Indiana
$6K
IBOK
329
Independence Bank of Kentucky
Kentucky
$6K
PFS
330
Prospera Financial Services
Texas
$6K +$6.41K +303 New
FGA
331
Fortis Group Advisors
New Jersey
$6K +$7.89K +373 New
Bank Julius Baer & Co
332
Bank Julius Baer & Co
Switzerland
$5K -$21 -1 -0.4%
Bessemer Group
333
Bessemer Group
New Jersey
$5K
IA
334
IFP Advisors
Florida
$5K
TCM
335
Tradewinds Capital Management
Washington
$5K
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$5.59K -264 -52%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$4K
AA
338
Advisory Alpha
Michigan
$4K +$3.77K +178 New
CCM
339
Chiron Capital Management
Florida
$4K +$4.23K +200 New
BCA
340
Berman Capital Advisors
Georgia
$3K -$8.02K -379 -68%
GRP
341
Global Retirement Partners
California
$3K -$2.12K -100 -42%
PB
342
Pinnacle Bancorp
Nebraska
$3K -$1.59K -75 -35%
EI
343
Ellevest Inc
New York
$3K -$339 -16 -10%
RG
344
Retirement Group
California
$3K
TFO
345
Tarbox Family Office
California
$3K
WCG
346
Weaver Consulting Group
California
$3K
TWA
347
TCI Wealth Advisors
Arizona
$3K +$1.5K +71 +96%
CFB
348
Cullen/Frost Bankers
Texas
$2K -$11.3K -535 -84%
IWP
349
IAG Wealth Partners
Wisconsin
$2K -$7.28K -344 -78%
TIM
350
Tortoise Investment Management
New York
$2K -$2.12K -100 -50%