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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
Legacy Financial Advisors
Kentucky
$11K +$11.9K +228 New
VCM
277
Versant Capital Management
Arizona
$10K
AWM
278
Avondale Wealth Management
Texas
$10K +$10.3K +197 New
KPCM
279
Kings Point Capital Management
New York
$10K +$10.7K +204 New
WCM
280
Whitener Capital Management
North Carolina
$10K +$11.3K +217 New
FMTCOCP
281
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.81K
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$9K +$8.99K +172 New
LIA
283
LS Investment Advisors
Michigan
$8K
SWM
284
SeaCrest Wealth Management
New York
$8K +$8.31K +159 New
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
SWP
286
Stratos Wealth Partners
Ohio
$7K +$7.32K +140 New
ED
287
Exane Derivatives
France
$6.03K
AF
288
Allworth Financial
California
$6K
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.62K +31 +43%
AF
290
Arrow Financial
New York
$4K
DAM
291
Delta Asset Management
Tennessee
$4K
EWM
292
Evercore Wealth Management
New York
$4K
WTC
293
WhitTier Trust Company
Nevada
$4K
WA
294
Winfield Associates
Ohio
$4K
CHC
295
City Holding Co
West Virginia
$4K +$3.92K +75 New
AWA
296
Acorn Wealth Advisors
Michigan
$4K +$4.08K +78 New
PGWM
297
Parisi Gray Wealth Management
New Jersey
$4K +$4.5K +86 New
BBHC
298
Brown Brothers Harriman & Co
New York
$4K +$4.55K +87 New
KJWM
299
Kiley Juergens Wealth Management
Washington
$4K +$4.55K +87 New
OWA
300
One Wealth Advisors
California
$4K +$4.65K +89 New