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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Anchor Investment Management
South Carolina
$149K – – –
EWM
852
Endurance Wealth Management
Rhode Island
$149K – – –
RWA
853
Ropes Wealth Advisors
Massachusetts
$149K – – –
WB
854
West Bancorporation
Iowa
$149K +$141K +1,970 New
KPW
855
Kore Private Wealth
New York
$147K +$139K +1,945 New
LWM
856
Lenox Wealth Management
Ohio
$143K +$12.8K +179 +10%
BWM
857
BerganKDV Wealth Management
Minnesota
$137K +$1.64K +23 +1%
WEC
858
Winslow Evans & Crocker
Massachusetts
$136K +$4K +56 +3%
CFB
859
Cullen/Frost Bankers
Texas
$136K +$14.3K +200 +13%
APA
860
American Portfolios Advisors
New York
$135K -$19.6K -274 -13%
FWM
861
FSA Wealth Management
Massachusetts
$132K +$125K +1,750 New
AWM
862
Avondale Wealth Management
Texas
$126K – – –
AF
863
Advisornet Financial
Minnesota
$126K +$26.5K +370 +29%
CLOS
864
Compagnie Lombard Odier SCmA
Switzerland
$122K – – –
HFM
865
Hartford Financial Management
Connecticut
$120K +$357 +5 +0.3%
QT
866
Quantbot Technologies
New York
$119K -$792K -11,074 -87%
ACM
867
Allred Capital Management
Texas
$119K +$112K +1,571 New
CIA
868
CSat Investment Advisory
Michigan
$118K +$19.6K +274 +21%
SWM
869
Sugarloaf Wealth Management
Georgia
$117K +$111K +1,552 New
ST
870
Smithfield Trust
Pennsylvania
$116K – – –
SMFS
871
Squar Milner Financial Services
California
$115K +$109K +1,522 New
EFSCE
872
Enterprise Financial Services Corp (EFSC)
Missouri
$111K -$2.22K -31 -2%
LC
873
Lindbrook Capital
California
$111K +$12.2K +170 +13%
IA
874
IndexIQ Advisors
New York
$108K -$194K -2,718 -66%
MPWT
875
MassMutual Private Wealth & Trust
Connecticut
$108K +$9.15K +128 +10%
33 34
35
36 37