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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$4.05K +74 +19%
CIBC Private Wealth Group
602
CIBC Private Wealth Group
Georgia
$26K -$3.94K -72 -14%
EWM
603
Endurance Wealth Management
Rhode Island
$26K – – –
OIA
604
Optimum Investment Advisors
Illinois
$26K – – –
AWM
605
Aevitas Wealth Management
Massachusetts
$26K +$219 +4 +0.9%
Financial Engines Advisors
606
Financial Engines Advisors
California
$26K +$24.1K +440 New
ST
607
Smithfield Trust
Pennsylvania
$25K – – –
VCM
608
Vigilant Capital Management
Maine
$23K -$9.95K -182 -31%
PFGIA
609
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$2.3K -42 -10%
MMG
610
Monetary Management Group
Missouri
$23K – – –
AIL
611
AGF Investments LLC
Ontario, Canada
$23K +$1.42K +26 +7%
BCA
612
Bay Colony Advisors
Massachusetts
$23K +$21.9K +400 New
CDIA
613
Capital Directions Investment Advisors
Georgia
$23K +$21.9K +400 New
SIM
614
Sonora Investment Management
Arizona
$22K -$875 -16 -4%
FHA
615
Flagship Harbor Advisors
Massachusetts
$22K +$20.8K +380 New
DSC
616
Duncker Streett & Co
Missouri
$20K – – –
GAM
617
Gemmer Asset Management
California
$20K – – –
AssetMark Inc
618
AssetMark Inc
California
$19K -$1.86K -34 -9%
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$19K +$1.09K +20 +7%
MCM
620
Manchester Capital Management
Vermont
$19K +$2.52K +46 +16%
PW
621
Price Wealth
Texas
$19K +$9.08K +166 +100%
LWS
622
Lucia Wealth Services
California
$18K -$17.1K -312 -50%
CBT
623
Central Bank & Trust
Kentucky
$18K -$7.33K -134 -31%
CHP
624
Cable Hill Partners
Oregon
$18K – – –
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$16K +$1.2K +22 +8%