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Name Holding Trade Value Shares
Change
Change in
Stake
AW
601
Avion Wealth
Texas
$17K -$12.6K -50 -40%
BWM
602
BerganKDV Wealth Management
Minnesota
$17K – – –
WT
603
Whittier Trust
California
$17K – – –
EFSCE
604
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$8.04K +32 +68%
ADIM
605
Alpha DNA Investment Management
Maryland
$17K +$12.3K +49 +158%
MAM
606
Meeder Asset Management
Ohio
$16K – – –
WT
607
Washington Trust
Rhode Island
$16K – – –
GWS
608
Glassman Wealth Services
Virginia
$14K +$1.26K +5 +8%
TFIPS
609
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.2K – – –
EARNEST Partners
610
EARNEST Partners
Georgia
$13K – – –
SBL
611
Sargent Bickham Lagudis
Colorado
$13K – – –
PAI
612
Pittenger & Anderson Inc
Nebraska
$13K +$503 +2 +4%
WAS
613
Winch Advisory Services
Wisconsin
$13K +$6.03K +24 +65%
RWM
614
Raffa Wealth Management
District of Columbia
$12.8K +$503 +2 +4%
RCA
615
Ranch Capital Advisors
Florida
$12K – – –
CAM
616
Close Asset Management
United Kingdom
$12K +$14.1K +56 New
EW
617
Evoke Wealth
California
$11K – – –
BCM
618
Bourgeon Capital Management
Connecticut
$11K +$12.6K +50 New
CAC
619
Certified Advisory Corp
Florida
$11K +$12.6K +50 New
RWB
620
RMR Wealth Builders
New Jersey
$11K +$12.6K +50 New
ZB
621
Zions Bancorporation
Utah
$10K -$6.79K -27 -36%
HFA
622
Hoover Financial Advisors
Pennsylvania
$10K – – –
SIS
623
Sound Income Strategies
Florida
$9.26K – – –
CFA
624
Carroll Financial Associates
North Carolina
$9K -$204K -811 -95%
TCM
625
Tradewinds Capital Management
Washington
$9K -$4.02K -16 -29%