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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$3K
LWA
402
Lowe Wealth Advisors
Maryland
$3K
ST
403
Smithfield Trust
Pennsylvania
$3K
TFO
404
Tarbox Family Office
California
$3K +$190 +5 +8%
GWS
405
Glassman Wealth Services
Virginia
$3K +$1.52K +40 +83%
ZB
406
Zions Bancorporation
Utah
$2K -$4.59K -121 -72%
VCM
407
Versant Capital Management
Arizona
$2K -$3.68K -97 -61%
WEC
408
Winslow Evans & Crocker
Massachusetts
$2K -$607 -16 -38%
AWM
409
AllSquare Wealth Management
New York
$2K
AssetMark Inc
410
AssetMark Inc
California
$2K
Bessemer Group
411
Bessemer Group
New Jersey
$2K
BAMG
412
Brand Asset Management Group
Missouri
$2K
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FMTCOCP
414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
HR
415
Howe & Rusling
New York
$2K
QAM
416
QCI Asset Management
New York
$2K
TFS
417
TrustCore Financial Services
Tennessee
$2K
BC
418
Bartlett & Co
Ohio
$2K +$1.71K +45 New
EWA
419
Evolution Wealth Advisors
Florida
$2K +$2.01K +53 New
CBT
420
Capital Bank & Trust
California
$2K +$2.39K +63 New
M
421
MOTCO
Texas
$2K +$2.54K +67 New
BCWM
422
Bartlett & Co Wealth Management
Ohio
$1.67K +$1.71K +45 New
SF
423
Synovus Financial
Georgia
$1K -$1.14K -30 -46%
CI
424
CX Institutional
Indiana
$1K -$531 -14 -34%
TWA
425
TCI Wealth Advisors
Arizona
$1K -$38 -1 -4%