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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
501
Tarbox Family Office
California
$10K
CTC
502
Central Trust Company
Missouri
$10K +$4.27K +85 +85%
SWM
503
SeaCrest Wealth Management
New York
$8K +$6.98K +139 New
PW
504
Price Wealth
Texas
$8K +$7.93K +158 New
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
TWA
506
TCI Wealth Advisors
Arizona
$7K
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$7K +$6.07K +121 New
EARNEST Partners
508
EARNEST Partners
Georgia
$7K +$6.53K +130 New
PHK
509
Point72 Hong Kong
Hong Kong
$6K -$189K -3,772 -97%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$2.91K -58 -37%
ATC
511
Adirondack Trust Company
New York
$6K
EWM
512
Evercore Wealth Management
New York
$6K
NSIM
513
North Star Investment Management
Illinois
$6K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$6K +$552 +11 +12%
AC
515
Avestar Capital
New York
$6K +$5.52K +110 New
TC
516
Telemus Capital
Michigan
$6K +$5.77K +115 New
AFNAS
517
American Financial Network Advisory Services
California
$5K
MUS
518
Mitsubishi UFJ Securities
Japan
$5K
RFA
519
Reilly Financial Advisors
California
$5K
TCOV
520
Trust Company of Vermont
Vermont
$5K
MWM
521
MinichMacGregor Wealth Management
New York
$5K +$50 +1 +1%
VFA
522
Valeo Financial Advisors
Indiana
$5K +$151 +3 +4%
CMBA
523
C.M. Bidwell & Associates
Hawaii
$4K
OWA
524
One Wealth Advisors
California
$4K +$3.51K +70 New
FMA
525
FNY Managed Accounts
New York
$3K -$3.21K -64 -52%