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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
526
Sun Life Financial
Ontario, Canada
$12K
TPCW
527
TD Private Client Wealth
New York
$11.9K -$1.48K -4 -12%
HF
528
Halpern Financial
Virginia
$11.5K
DAM
529
Delta Asset Management
Tennessee
$10K
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$738 +2 +9%
COCM
531
Charter Oak Capital Management
New Hampshire
$10K +$8.85K +24 New
TWM
532
Tradition Wealth Management
Minnesota
$10K +$8.85K +24 New
EW
533
Evoke Wealth
California
$8K
AIG
534
American International Group
New York
$7.42K -$225K -611 -3%
VAIA
535
Virtus Alternative Investment Advisers
Connecticut
$7K -$5.9K -16 -48%
EARNEST Partners
536
EARNEST Partners
Georgia
$7K
BFEC
537
Benjamin F. Edwards & Company
Missouri
$7K +$5.9K +16 New
FCH
538
Freestone Capital Holdings
Washington
$6.17K
PCA
539
Providence Capital Advisors
North Carolina
$6K +$5.53K +15 New
RIM
540
Ranger Investment Management
Texas
$5K -$3.69K -10 -48%
PWMG
541
Prestige Wealth Management Group
New Jersey
$5K
CCA
542
Childress Capital Advisors
Texas
$5K +$4.06K +11 New
DWP
543
Destiny Wealth Partners
Florida
$5K +$4.8K +13 New
SIA
544
Sit Investment Associates
Minnesota
$4K
BWM
545
BerganKDV Wealth Management
Minnesota
$4K +$1.48K +4 +80%
RWM
546
Raffa Wealth Management
District of Columbia
$3.29K
PFBT
547
Parkside Financial Bank & Trust
Missouri
$3K
ZB
548
Zions Bancorporation
Utah
$3K
GFPC
549
Global Financial Private Client
Florida
$2.88K
GWS
550
Glassman Wealth Services
Virginia
$2K -$11.4K -31 -84%