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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
476
Tarbox Family Office
California
$5K – – –
VFA
477
Valeo Financial Advisors
Indiana
$5K +$5.07K +201 New
WPA
478
West Paces Advisors
Georgia
$4.61K – – –
AssetMark Inc
479
AssetMark Inc
California
$4K -$16K -633 -82%
ATC
480
Adirondack Trust Company
New York
$4K – – –
AFIA
481
America First Investment Advisors
Nebraska
$4K +$3.79K +150 New
PW
482
Price Wealth
Texas
$4K +$4.39K +174 New
CB
483
Community Bank
New York
$3K – – –
JCM
484
Jacobi Capital Management
Pennsylvania
$3K – – –
PFBT
485
Parkside Financial Bank & Trust
Missouri
$3K – – –
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$3K +$984 +39 +42%
SWM
487
SeaCrest Wealth Management
New York
$3K +$2.73K +108 New
EARNEST Partners
488
EARNEST Partners
Georgia
$3K +$2.8K +111 New
MOS
489
MGO One Seven
Ohio
$3K +$3.41K +135 New
WT
490
Whittier Trust
California
$2K -$10.2K -405 -84%
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
MFT
492
Moisand Fitzgerald Tamayo
Florida
$2K – – –
VIA
493
Vantage Investment Advisors
Pennsylvania
$2K – – –
SQA
494
Simon Quick Advisors
New Jersey
$2K +$2.19K +87 New
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TCOV
496
Trust Company of Vermont
Vermont
$1K – – –
TL
497
TrueWealth LLC
Georgia
$1K +$833 +33 New
NIM
498
NuWave Investment Management
New Jersey
$1K +$908 +36 New
CB
499
CNB Bank
Pennsylvania
$1K +$984 +39 New
GWM
500
Geneos Wealth Management
Colorado
$1K +$1.36K +54 New