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Name Holding Trade Value Shares
Change
Change in
Stake
TL
601
TrueWealth LLC
Georgia
$29K +$31.4K +542 New
CBT
602
Central Bank & Trust
Kentucky
$27K – – –
CLOS
603
Compagnie Lombard Odier SCmA
Switzerland
$26K -$60.3K -1,040 -68%
RFM
604
Royal Fund Management
Florida
$26K – – –
ST
605
Smithfield Trust
Pennsylvania
$26K +$17.7K +306 +170%
KA
606
Kaizen Advisory
Illinois
$26K +$27.7K +478 New
CAPTRUST Financial Advisors
607
CAPTRUST Financial Advisors
North Carolina
$26K +$27.8K +480 New
FIB
608
First Interstate Bank
Montana
$25K – – –
EWM
609
Endurance Wealth Management
Rhode Island
$24K – – –
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
AWM
611
Aevitas Wealth Management
Massachusetts
$24K +$25.9K +446 New
MMG
612
Monetary Management Group
Missouri
$21K – – –
VCM
613
Vigilant Capital Management
Maine
$21K – – –
SIM
614
Sonora Investment Management
Arizona
$20.8K – – –
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$8.7K +150 +68%
DSC
616
Duncker Streett & Co
Missouri
$19K – – –
GAM
617
Gemmer Asset Management
California
$19K – – –
CAL
618
Capital Analysts LLC
Pennsylvania
$19K +$20.5K +354 New
MPPLM
619
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$19K +$21.1K +364 New
PW
620
Price Wealth
Texas
$17K +$19.2K +332 New
CHP
621
Cable Hill Partners
Oregon
$16K +$116 +2 +0.7%
MCM
622
Manchester Capital Management
Vermont
$15K – – –
SFG
623
SevenBridge Financial Group
Pennsylvania
$14K – – –
VIA
624
Vantage Investment Advisors
Pennsylvania
$14K – – –
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$14K – – –