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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$8K – – –
APP
602
Avantax Planning Partners
Iowa
$8K +$7.67K +44 New
SFG
603
SevenBridge Financial Group
Pennsylvania
$7K -$5.05K -29 -42%
GAM
604
Gemmer Asset Management
California
$7K – – –
JA
605
JOYN Advisors
Georgia
$7K +$523 +3 +9%
VFA
606
Valeo Financial Advisors
Indiana
$7K +$5.05K +29 +207%
WSTAM
607
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$6.97K +40 New
ACA
608
Atlas Capital Advisors
Wyoming
$6.64K – – –
MYIA
609
Mount Yale Investment Advisors
Colorado
$6K -$953K -5,465 -99%
FC
610
Ferris Capital
Massachusetts
$6K – – –
MA
611
MCF Advisors
Kentucky
$6K – – –
BL
612
Balentine LLC
Georgia
$6K +$5.93K +34 New
TPWA
613
TRUE Private Wealth Advisors
Oregon
$5.88K +$5.58K +32 New
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K -$87.2K -500 -47%
ACS
615
Archford Capital Strategies
Illinois
$5K – – –
SWM
616
SeaCrest Wealth Management
New York
$5K – – –
VCM
617
Vigilant Capital Management
Maine
$4K – – –
DWM
618
Destination Wealth Management
California
$4K +$3.66K +21 New
BSG
619
Black Swift Group
Colorado
$4K +$4.01K +23 New
WPA
620
West Paces Advisors
Georgia
$3.67K – – –
AF
621
Allworth Financial
California
$3K – – –
TFO
622
Tarbox Family Office
California
$3K – – –
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.96K +17 New
PFPT
624
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$2.96K +17 New
AC
625
Avestar Capital
New York
$2K -$1.57K -9 -43%