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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
476
BRR OpCo
Ohio
$50K -$2.49K -38 -4%
CWM
477
Cahaba Wealth Management
Georgia
$50K – – –
TAM
478
Taurus Asset Management
New York
$50K – – –
SFA
479
Souders Financial Advisors
Ohio
$50K +$65.8K +1,006 New
SFO
480
Stokes Family Office
Louisiana
$49K – – –
VCAM
481
Van Cleef Asset Management
Ohio
$49K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$48K -$19.6K -300 -24%
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$589 +9 +1%
WAP
484
Wealthcare Advisory Partners
Pennsylvania
$47K +$37.5K +573 +155%
APA
485
American Portfolios Advisors
New York
$46K -$103K -1,574 -63%
FCA
486
FinTrust Capital Advisors
South Carolina
$46K – – –
PCG
487
Private Capital Group
Connecticut
$45K +$10.9K +166 +22%
NFG
488
Next Financial Group
Texas
$44K -$157K -2,397 -73%
WFMPM
489
Woodley Farra Manion Portfolio Management
Indiana
$43K +$56.9K +870 +9,667%
EWM
490
Endurance Wealth Management
Rhode Island
$41K – – –
AF
491
Advisornet Financial
Minnesota
$41K +$327 +5 +0.6%
EWM
492
Edge Wealth Management
New York
$40K -$383K -5,859 -88%
PCP
493
Proficio Capital Partners
Massachusetts
$39K +$1.96K +30 +3%
CTC
494
Central Trust Company
Missouri
$39K +$23.5K +360 +84%
WTC
495
WhitTier Trust Company
Nevada
$37K – – –
LWM
496
Liberty Wealth Management
California
$35K +$131 +2 +0.3%
MF
497
Manchester Financial
California
$34K -$327 -5 -0.7%
SWM
498
Sugarloaf Wealth Management
Georgia
$33K – – –
FHA
499
First Horizon Advisors
Tennessee
$32K +$13.3K +204 +45%
GT
500
Glenmede Trust
Pennsylvania
$31K – – –
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