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Name Holding Trade Value Shares
Change
Change in
Stake
LWS
701
Lucia Wealth Services
California
$42K -$56.5K -918 -56%
PMFA
702
Plante Moran Financial Advisors
Michigan
$38K
PS
703
Planned Solutions
California
$37K +$38.8K +630 New
VFA
704
Valeo Financial Advisors
Indiana
$35K -$47.9K -778 -57%
APWM
705
Atlas Private Wealth Management
New York
$35K +$11.4K +186 +47%
MG
706
MilWealth Group
Wisconsin
$34.1K
PFBT
707
Parkside Financial Bank & Trust
Missouri
$34K -$123 -2 -0.4%
CFB
708
Cullen/Frost Bankers
Texas
$33K +$1.97K +32 +6%
JWM
709
Janiczek Wealth Management
Colorado
$32K
AF
710
Arrow Financial
New York
$31K
PCG
711
Private Capital Group
Connecticut
$31K
IFAM
712
Institutional & Family Asset Management
Colorado
$31K +$2.96K +48 +10%
LJHT
713
Laurie J. Hall Trustee
$31K +$32K +520 New
M
714
Mirova
France
$30K +$31K +504 New
FHC
715
First Horizon Corporation
Tennessee
$28K +$29.9K +486 New
Bank Julius Baer & Co
716
Bank Julius Baer & Co
Switzerland
$25K +$26.5K +430 New
EWM
717
Endurance Wealth Management
Rhode Island
$24K -$2.46K -40 -9%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$1.6K -26 -6%
CMA
719
Cedar Mountain Advisors
Oregon
$24K
FQ
720
First Quadrant
California
$24K
MMG
721
Monetary Management Group
Missouri
$24K
CWC
722
Carolinas Wealth Consulting
North Carolina
$24K +$17.7K +288 +240%
ED
723
Exane Derivatives
France
$23.8K +$24.7K +402 New
Millennium Management
724
Millennium Management
New York
$23.3K -$26.7M -434,070 -52%
EIM
725
Essex Investment Management
Massachusetts
$23K