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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
501
Red Door Wealth Management
Tennessee
$4K +$1.94K +17 +89%
SIAS
502
Shine Investment Advisory Services
Colorado
$4K +$3.32K +29 +725%
ZB
503
Zions Bancorporation
Utah
$4K +$3.77K +33 New
MWA
504
MFA Wealth Advisors
Pennsylvania
$3.5K +$3.43K +30 New
CFD
505
Creative Financial Designs
Indiana
$3K -$10.3K -90 -78%
BFC
506
Bedel Financial Consulting
Indiana
$3K – – –
NSIM
507
North Star Investment Management
Illinois
$3K – – –
TPWA
508
TRUE Private Wealth Advisors
Oregon
$3K – – –
MF
509
Manchester Financial
California
$3K +$1.03K +9 +47%
TPCW
510
TD Private Client Wealth
New York
$2.91K – – –
ABC
511
Associated Banc-Corp
Wisconsin
$2K -$1.03K -9 -36%
EWP
512
Engrave Wealth Partners
Texas
$2K – – –
JWA
513
JFS Wealth Advisors
Pennsylvania
$2K – – –
NL
514
NVWM LLC
Pennsylvania
$2K +$1.72K +15 New
BL
515
Balentine LLC
Georgia
$2K +$1.83K +16 New
GT
516
Glenmede Trust
Pennsylvania
$2K +$1.83K +16 +229%
HGWM
517
Harvest Group Wealth Management
Massachusetts
$2K +$2.17K +19 New
WT
518
Washington Trust
Rhode Island
$2K +$2.29K +20 New
AA
519
AlphaMark Advisors
Kentucky
$1K -$4.58K -40 -80%
TCM
520
Tradewinds Capital Management
Washington
$1K -$3.43K -30 -75%
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$457 -4 -22%
GWS
522
Glassman Wealth Services
Virginia
$1K -$229 -2 -29%
BWA
523
BDO Wealth Advisors
Florida
$1K – – –
BCH
524
Berkshire Capital Holdings
California
$1K – – –
BBA
525
Braun-Bostich & Associates
Pennsylvania
$1K – – –
19 20
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