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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$25K -$10.4K -502 -27%
JA
152
JOYN Advisors
Georgia
$25K – – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.2K – – –
SIS
154
Sound Income Strategies
Florida
$21K +$1.47K +71 +6%
TCM
155
Tradewinds Capital Management
Washington
$20K – – –
SWA
156
Sutton Wealth Advisors
Florida
$18.5K -$3.36K -162 -14%
BWA
157
BDO Wealth Advisors
Florida
$18K – – –
FIB
158
First Interstate Bank
Montana
$18K – – –
WEC
159
Winslow Evans & Crocker
Massachusetts
$18K – – –
ICM
160
IMS Capital Management
Oregon
$18K +$20.7K +1,000 New
BFC
161
Bedel Financial Consulting
Indiana
$16K – – –
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$16K +$705 +34 +4%
RWA
163
River Wealth Advisors
Pennsylvania
$16K +$10.9K +525 +161%
AF
164
Allworth Financial
California
$14K – – –
HNB
165
Huntington National Bank
Ohio
$12K +$21 +1 +0.2%
RFA
166
Reilly Financial Advisors
California
$11K – – –
SMFS
167
Squar Milner Financial Services
California
$10K – – –
PCP
168
Proficio Capital Partners
Massachusetts
$10K +$1.2K +58 +12%
CFGS
169
Concourse Financial Group Securities
Alabama
$10K +$10.9K +525 New
CCM
170
Cribstone Capital Management
Maine
$9K – – –
DOA
171
D'Orazio & Associates
Virginia
$9K – – –
SIM
172
Sonora Investment Management
Arizona
$9K – – –
RFC
173
Regions Financial Corp
Alabama
$9K +$6.45K +311 +159%
APA
174
American Portfolios Advisors
New York
$8.25K -$16.6K -800 -64%
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
5 6
7
8 9