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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
526
Tarbox Family Office
California
$13K -$563 -8 -5%
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$13K +$2.46K +35 +27%
TWA
528
TCI Wealth Advisors
Arizona
$13K +$3.73K +53 +45%
EFSCE
529
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$2.53K +36 +29%
GFP
530
Gryphon Financial Partners
Ohio
$11K -$633 -9 -6%
KTC
531
Kistler-Tiffany Companies
Pennsylvania
$10K -$27.3K -388 -76%
EARNEST Partners
532
EARNEST Partners
Georgia
$10K – – –
AC
533
Avestar Capital
New York
$10K +$422 +6 +4%
APA
534
American Portfolios Advisors
New York
$9.97K +$8.93K +127 New
CIBC Private Wealth Group
535
CIBC Private Wealth Group
Georgia
$9K – – –
OWA
536
One Wealth Advisors
California
$9K – – –
CIA
537
CSat Investment Advisory
Michigan
$9K +$8.23K +117 New
FPFS
538
First Personal Financial Services
North Carolina
$8K -$102K -1,451 -94%
PSC
539
Prentiss Smith & Co
Vermont
$8K -$7.03K -100 -50%
ATC
540
Adirondack Trust Company
New York
$8K – – –
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
NSIM
543
North Star Investment Management
Illinois
$8K – – –
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.85K -$1.45M -20,685 -100%
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$7.46K +$6.68K +95 New
PCG
546
Private Capital Group
Connecticut
$7K -$11K -157 -62%
MUS
547
Mitsubishi UFJ Securities
Japan
$7K – – –
RFA
548
Reilly Financial Advisors
California
$7K – – –
VFA
549
Valeo Financial Advisors
Indiana
$6K -$3.09K -44 -38%
SMFS
550
Squar Milner Financial Services
California
$6K +$5.2K +74 New