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Name Holding Trade Value Shares
Change
Change in
Stake
CI
701
CX Institutional
Indiana
$44K +$25.4K +412 +126%
BCA
702
Berman Capital Advisors
Georgia
$43K +$1.6K +26 +4%
LWS
703
Lucia Wealth Services
California
$42K -$56.5K -918 -56%
PMFA
704
Plante Moran Financial Advisors
Michigan
$38K – – –
PS
705
Planned Solutions
California
$37K +$38.8K +630 New
VFA
706
Valeo Financial Advisors
Indiana
$35K -$47.9K -778 -57%
APWM
707
Atlas Private Wealth Management
New York
$35K +$11.4K +186 +47%
MG
708
MilWealth Group
Wisconsin
$34.1K – – –
PFBT
709
Parkside Financial Bank & Trust
Missouri
$34K -$123 -2 -0.4%
CFB
710
Cullen/Frost Bankers
Texas
$33K +$1.97K +32 +6%
JWM
711
Janiczek Wealth Management
Colorado
$32K – – –
AF
712
Arrow Financial
New York
$31K – – –
PCG
713
Private Capital Group
Connecticut
$31K – – –
IFAM
714
Institutional & Family Asset Management
Colorado
$31K +$2.96K +48 +10%
LJHT
715
Laurie J. Hall Trustee
$31K +$32K +520 New
M
716
Mirova
France
$30K +$31K +504 New
FHC
717
First Horizon Corporation
Tennessee
$28K +$29.9K +486 New
Bank Julius Baer & Co
718
Bank Julius Baer & Co
Switzerland
$25K +$26.5K +430 New
EWM
719
Endurance Wealth Management
Rhode Island
$24K -$2.46K -40 -9%
EFSCE
720
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$1.6K -26 -6%
CMA
721
Cedar Mountain Advisors
Oregon
$24K – – –
FQ
722
First Quadrant
California
$24K – – –
MMG
723
Monetary Management Group
Missouri
$24K – – –
CWC
724
Carolinas Wealth Consulting
North Carolina
$24K +$17.7K +288 +240%
ED
725
Exane Derivatives
France
$23.8K +$24.7K +402 New