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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Raffa Wealth Management
District of Columbia
$1.11K +$402 +10 +37%
FP
402
Financial Perspectives
Minnesota
$1.07K – – –
Bartlett & Co Wealth Management
403
Bartlett & Co Wealth Management
Ohio
$1.04K +$1.41K +35 New
TFS
404
TrustCore Financial Services
Tennessee
$1K -$1K -25 -38%
FMTCOCP
405
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K -$804 -20 -30%
BAMG
406
Brand Asset Management Group
Missouri
$1K – – –
CCA
407
Column Capital Advisors
Indiana
$1K – – –
LWANC
408
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TL
410
TrueWealth LLC
Georgia
$1K – – –
WB
411
West Bancorporation
Iowa
$1K – – –
ZB
412
Zions Bancorporation
Utah
$1K – – –
Balentine LLC
413
Balentine LLC
Georgia
$1K +$362 +9 +28%
Gradient Investments
414
Gradient Investments
Minnesota
$1K +$402 +10 +33%
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$603 +15 +71%
CX Institutional
416
CX Institutional
Indiana
$1K +$643 +16 +50%
PW
417
Price Wealth
Texas
$1K +$1.21K +30 New
Bartlett & Co
418
Bartlett & Co
Ohio
$1K +$1.41K +35 New
Valeo Financial Advisors
419
Valeo Financial Advisors
Indiana
$1K +$1.41K +35 New
SSB
420
Sandy Spring Bank
Maryland
$1K +$1.49K +37 New
Candriam SCA
421
Candriam SCA
Luxembourg
$1K +$1.85K +46 New
WPA
422
West Paces Advisors
Georgia
$684 – – –
Federation des caisses Desjardins du Quebec
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$565 – – –
SWA
424
Sutton Wealth Advisors
Florida
$565 – – –
CT
425
Caldwell Trust
Florida
$446 – – –