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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
151
Atlas Capital Advisors
Wyoming
$7.91K +$7.94K +229 New
GCM
152
Gables Capital Management
Florida
$7K
PA
153
Parallel Advisors
California
$7K
SHJ
154
Sharkey, Howes & Javer
Colorado
$7K
SPIA
155
Steward Partners Investment Advisory
New York
$7K
BL
156
Balentine LLC
Georgia
$7K +$7.08K +204 New
FRA
157
Front Row Advisors
California
$6K -$35 -1 -0.5%
CFA
158
Carroll Financial Associates
North Carolina
$5K
HMS
159
Hanseatic Management Services
New Mexico
$5K
POIA
160
Pin Oak Investment Advisors
Texas
$5K
WTC
161
WhitTier Trust Company
Nevada
$5K
PMFA
162
Plante Moran Financial Advisors
Michigan
$5K +$35 +1 +0.6%
IA
163
IFP Advisors
Florida
$5K +$1.11K +32 +30%
EFSCE
164
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.64K +105 +292%
LIA
165
LS Investment Advisors
Michigan
$4K
VFA
166
Valeo Financial Advisors
Indiana
$4K
SWP
167
Stratos Wealth Partners
Ohio
$4K +$3.82K +110 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.34K +125 New
WIM
169
Westside Investment Management
California
$3.44K
GAM
170
Gemmer Asset Management
California
$3K
CAW
171
Cornerstone Advisors (Washington)
Washington
$3K +$3.02K +87 +512%
TL
172
TrueWealth LLC
Georgia
$2K
MSA
173
Marino Stram & Associates
Massachusetts
$1K
Bessemer Group
174
Bessemer Group
New Jersey
$1K +$694 +20 New
ECA
175
Encompass Capital Advisors
New York
-$25.5M -700,000 Closed