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Name Holding Trade Value Shares
Change
Change in
Stake
NC
926
NewSquare Capital
Pennsylvania
$24K – – –
PMFA
927
Plante Moran Financial Advisors
Michigan
$24K +$4.54K +118 +26%
SBL
928
Sargent Bickham Lagudis
Colorado
$23K +$1.54K +40 +8%
PFBT
929
Parkside Financial Bank & Trust
Missouri
$23K +$1.58K +41 +8%
ANBT
930
American National Bank & Trust
Texas
$23K +$21.7K +565 New
QAM
931
QCI Asset Management
New York
$22K -$9.61K -250 -31%
EFSCE
932
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
KF
933
Krilogy Financial
Missouri
$22K – – –
WAS
934
Winch Advisory Services
Wisconsin
$22K – – –
PWM
935
Perigon Wealth Management
California
$20K – – –
TWA
936
TCI Wealth Advisors
Arizona
$19K -$4.11K -107 -19%
PFSC
937
Peoples Financial Services Corp
Pennsylvania
$18K – – –
TFO
938
Tarbox Family Office
California
$18K +$384 +10 +2%
AF
939
Allworth Financial
California
$18K +$3.84K +100 +30%
JIC
940
Joel Isaacson & Co
New York
$18K +$4.23K +110 +34%
MWM
941
MinichMacGregor Wealth Management
New York
$17K – – –
CHP
942
Cable Hill Partners
Oregon
$17K +$4.23K +110 +35%
JCM
943
Jacobi Capital Management
Pennsylvania
$17K +$5.76K +150 +57%
Carson Wealth (CWM LLC)
944
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.6K +276 +203%
TDC
945
Thompson Davis & Co
Virginia
$16K -$3.38K -88 -18%
DSN
946
D. Scott Neal
Kentucky
$16K – – –
EDRS
947
Edmond de Rothschild (Suisse)
Switzerland
$16K – – –
CWM
948
Catamount Wealth Management
Connecticut
$14K – – –
WA
949
WealthTrust-Arizona
Arizona
$13K -$47.6K -1,238 -80%
DAM
950
Delta Asset Management
Tennessee
$12K – – –