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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
326
Realta Investment Advisors
Delaware
$40K +$41.9K +6,841 New
CMO
327
Covenant Multifamily Offices
Texas
$40K +$42.5K +6,946 New
VFA
328
Valeo Financial Advisors
Indiana
$35K
PCP
329
Proficio Capital Partners
Massachusetts
$32K -$6.76K -1,104 -17%
PCG
330
Private Capital Group
Connecticut
$32K +$32.9K +5,372 +2,211%
THWM
331
Taylor Hoffman Wealth Management
Virginia
$31K
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$31K +$4.54K +742 +16%
BBNA
333
Bremer Bank National Association
Minnesota
$30K +$34.2K +5,583 New
FPB
334
First PREMIER Bank
South Dakota
$29K +$6.12K +1,000 +25%
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$29K +$30.6K +5,000 New
SIAP
336
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$30.6K +5,000 New
Bessemer Group
337
Bessemer Group
New Jersey
$28K -$38.6K -6,306 -56%
ZB
338
Zions Bancorporation
Utah
$28K +$29.6K +4,838 New
SF
339
Synovus Financial
Georgia
$26K
BBHC
340
Brown Brothers Harriman & Co
New York
$25K +$26.3K +4,295 New
ADL
341
Asset Dedication LLC
California
$18K
CPA
342
Cowen Prime Advisors
New York
$18K +$18.4K +3,000 +1,807%
Walleye Capital
343
Walleye Capital
New York
$18K +$18.8K +3,076 New
APA
344
American Portfolios Advisors
New York
$18K +$1.63K +266 +9%
JCM
345
Jacobi Capital Management
Pennsylvania
$17K +$1.31K +214 +8%
BL
346
Balentine LLC
Georgia
$16K
EFSCE
347
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
GWMIA
348
Global Wealth Management Investment Advisory
Florida
$15K
PA
349
Parallel Advisors
California
$15K +$4.04K +660 +34%
AIS
350
Accurate Investment Solutions
Pennsylvania
$15K +$16.3K +2,665 New