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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
426
Glassman Wealth Services
Virginia
$4K +$253 +6 +7%
SIC
427
Samalin Investment Counsel
New York
$4K +$4.52K +107 New
TFO
428
Tarbox Family Office
California
$3K -$338 -8 -12%
AWM
429
AllSquare Wealth Management
New York
$3K
Bessemer Group
430
Bessemer Group
New Jersey
$3K
FMTCOCP
431
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
TFS
432
TrustCore Financial Services
Tennessee
$3K
EWA
433
Evolution Wealth Advisors
Florida
$3K +$84 +2 +4%
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$3K +$2.53K +60 New
AWA
435
Arkadios Wealth Advisors
Georgia
$2.28K +$2.15K +51 New
BAMG
436
Brand Asset Management Group
Missouri
$2K
QAM
437
QCI Asset Management
New York
$2K
VCM
438
Versant Capital Management
Arizona
$2K
WEC
439
Winslow Evans & Crocker
Massachusetts
$2K
ZB
440
Zions Bancorporation
Utah
$2K
ADL
441
Asset Dedication LLC
California
$2K +$1.52K +36 New
FHA
442
First Horizon Advisors
Tennessee
$2K +$2.49K +59 +328%
FP
443
Financial Perspectives
Minnesota
$1.65K +$1.52K +36 New
RWM
444
Raffa Wealth Management
District of Columbia
$1.24K
WPA
445
West Paces Advisors
Georgia
$1.05K -$1.39K -33 -59%
GI
446
Gradient Investments
Minnesota
$1K -$676 -16 -35%
BL
447
Balentine LLC
Georgia
$1K
CI
448
CX Institutional
Indiana
$1K
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LFG
450
Larson Financial Group
Missouri
$1K