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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Endurance Wealth Management
Rhode Island
$11K – – –
LF
502
Lee Financial
Texas
$11K +$9.64K +192 New
TFO
503
Tarbox Family Office
California
$10K – – –
CTC
504
Central Trust Company
Missouri
$10K +$4.27K +85 +85%
SWM
505
SeaCrest Wealth Management
New York
$8K +$6.98K +139 New
PW
506
Price Wealth
Texas
$8K +$7.93K +158 New
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
TWA
508
TCI Wealth Advisors
Arizona
$7K – – –
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$7K +$6.07K +121 New
EARNEST Partners
510
EARNEST Partners
Georgia
$7K +$6.53K +130 New
PHK
511
Point72 Hong Kong
Hong Kong
$6K -$189K -3,772 -97%
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$2.91K -58 -37%
ATC
513
Adirondack Trust Company
New York
$6K – – –
EWM
514
Evercore Wealth Management
New York
$6K – – –
NSIM
515
North Star Investment Management
Illinois
$6K – – –
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$6K +$552 +11 +12%
AC
517
Avestar Capital
New York
$6K +$5.52K +110 New
TC
518
Telemus Capital
Michigan
$6K +$5.77K +115 New
AFNAS
519
American Financial Network Advisory Services
California
$5K – – –
MUS
520
Mitsubishi UFJ Securities
Japan
$5K – – –
RFA
521
Reilly Financial Advisors
California
$5K – – –
TCOV
522
Trust Company of Vermont
Vermont
$5K – – –
MWM
523
MinichMacGregor Wealth Management
New York
$5K +$50 +1 +1%
VFA
524
Valeo Financial Advisors
Indiana
$5K +$151 +3 +4%
CMBA
525
C.M. Bidwell & Associates
Hawaii
$4K – – –