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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
651
Financial Management Professionals
Texas
$6K
GWS
652
Glassman Wealth Services
Virginia
$6K
BDS
653
Banco de Sabadell
Florida
$6K +$6.17K +17 New
RWM
654
Raffa Wealth Management
District of Columbia
$5.35K
CFA
655
Carroll Financial Associates
North Carolina
$5K
NIM
656
NuWave Investment Management
New Jersey
$5K +$4.72K +13 New
RA
657
Rational Advisors
New York
$5K +$4.72K +13 New
FCH
658
Freestone Capital Holdings
Washington
$5K +$5.08K +14 New
HWM
659
HighMark Wealth Management
Minnesota
$4K -$726 -2 -17%
EAM
660
Eukles Asset Management
Ohio
$4K
EWA
661
Evolution Wealth Advisors
Florida
$4K
VCM
662
Versant Capital Management
Arizona
$4K
JCM
663
Jacobi Capital Management
Pennsylvania
$4K +$1.81K +5 +100%
PFWA
664
Paces Ferry Wealth Advisors
Georgia
$4K +$3.63K +10 New
BDWM
665
Brewin Dolphin Wealth Management
Ireland
$3.57K
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
LAS
667
Lloyd Advisory Services
Georgia
$3K +$2.54K +7 New
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$3K +$3.27K +9 New
EW
669
Evoke Wealth
California
$2K
HIA
670
Harbor Investment Advisory
Maryland
$2K
HI
671
Hudock Inc
Pennsylvania
$2K
PO
672
Private Ocean
California
$2K
SFSIG
673
San Francisco Sentry Investment Group
California
$2K
NFSG
674
Newbridge Financial Services Group
Florida
$2K +$1.81K +5 New
CA
675
Crewe Advisors
Utah
$2K +$2.54K +7 New