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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$5K
BCM
902
Bourgeon Capital Management
Connecticut
$5K +$1.6K +36 +29%
LAS
903
Lloyd Advisory Services
Georgia
$4K -$30.4K -685 -84%
EFSCE
904
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$17.5K -394 -76%
JPLA
905
Joseph P. Lucia & Associates
New York
$4K
M
906
MOTCO
Texas
$4K +$1.33K +30 +32%
EWA
907
Evolution Wealth Advisors
Florida
$4K +$4.21K +95 +244%
AC
908
AlphaCore Capital
California
$4K +$5.37K +121 New
AW
909
Avion Wealth
Texas
$4K +$5.76K +130 New
CQS
910
Credential Qtrade Securities
$3.24K +$4.7K +106 New
SBL
911
Sargent Bickham Lagudis
Colorado
$3K -$8.56K -193 -65%
BAM
912
Bellevue Asset Management
Washington
$3K
CHA
913
Carmichael Hill & Associates
Maryland
$3K
FMP
914
Financial Management Professionals
Texas
$3K
IF
915
Ironwood Financial
Arizona
$3K
LFG
916
LifePlan Financial Group
Ohio
$3K
LWA
917
Lowe Wealth Advisors
Maryland
$3K
PWMG
918
Prestige Wealth Management Group
New Jersey
$3K
VRM
919
Vectors Research Management
New York
$3K
FCB
920
First Command Bank
Texas
$3K +$2.62K +59 +203%
FCFS
921
First Command Financial Services
Texas
$3K +$2.62K +59 +203%
KFI
922
Key Financial Inc
Pennsylvania
$3K +$3.77K +85 New
LSA
923
Lion Street Advisors
Texas
$3K +$4.66K +105 New
ME
924
McIlrath & Eck
Washington
$3K +$4.75K +107 New
FQ
925
First Quadrant
California
$3K +$5.01K +113 New