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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Sugarloaf Wealth Management
Georgia
$23K – – –
PFBT
602
Parkside Financial Bank & Trust
Missouri
$21K -$602 -3 -3%
GWS
603
Glassman Wealth Services
Virginia
$21K +$201 +1 +0.9%
EP
604
Eudaimonia Partners
Tennessee
$20K -$4.01K -20 -16%
RFA
605
Reilly Financial Advisors
California
$20K – – –
WTC
606
WhitTier Trust Company
Nevada
$20K – – –
FCA
607
FinTrust Capital Advisors
South Carolina
$19K – – –
SFP
608
Sterling Financial Planning
New Jersey
$19K – – –
GAM
609
Grandview Asset Management
Pennsylvania
$19K +$20.1K +100 New
JCM
610
Jacobi Capital Management
Pennsylvania
$18K +$14K +70 +280%
NFSG
611
Newbridge Financial Services Group
Florida
$18K +$19.1K +95 New
ETC
612
Exchange Traded Concepts
Oklahoma
$17K -$27.3K -136 -60%
SLF
613
Sun Life Financial
Ontario, Canada
$17K – – –
Northwestern Mutual Wealth Management
614
Northwestern Mutual Wealth Management
Wisconsin
$16K -$15K -75 -48%
BWP
615
Baldwin Wealth Partners
Massachusetts
$16K -$1.4K -7 -8%
DSC
616
Duncker Streett & Co
Missouri
$16K – – –
HL
617
Harding Loevner
New Jersey
$16K – – –
AIC
618
Ameritas Investment Company
Nebraska
$15.5K +$16K +80 New
CTB
619
Country Trust Bank
Illinois
$15K -$25.1K -125 -63%
FF
620
FourThought Financial
Florida
$14K – – –
CFO
621
CVA Family Office
Colorado
$14K +$14K +70 New
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
EARNEST Partners
623
EARNEST Partners
Georgia
$12K – – –
FHA
624
First Horizon Advisors
Tennessee
$11K – – –
FI
625
FormulaFolio Investments
Michigan
$11K +$11K +55 New