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Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
376
Litman Gregory Wealth Management
California
$22K – – –
MAWCM
377
Mine & Arao Wealth Creation & Management
California
$22K – – –
TFO
378
Tarbox Family Office
California
$22K – – –
FF
379
FourThought Financial
Florida
$21K – – –
COCM
380
Charter Oak Capital Management
New Hampshire
$20K – – –
FMP
381
Financial Management Professionals
Texas
$20K – – –
TIM
382
Tortoise Investment Management
New York
$20K +$17.7K +350 New
ZB
383
Zions Bancorporation
Utah
$19K -$3.6K -71 -18%
SSB
384
Sandy Spring Bank
Maryland
$19K – – –
PCG
385
Private Capital Group
Connecticut
$18K -$4.21K -83 -21%
SFSIG
386
San Francisco Sentry Investment Group
California
$18K – – –
CI
387
CX Institutional
Indiana
$18K +$3.55K +70 +28%
GAM
388
Gemmer Asset Management
California
$16K – – –
CFO
389
CVA Family Office
Colorado
$16K +$6.84K +135 +90%
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$15K +$13.9K +275 New
TWA
391
TCI Wealth Advisors
Arizona
$14K +$3.6K +71 +40%
Jones Financial Companies
392
Jones Financial Companies
Missouri
$13K +$3.14K +62 +37%
AWM
393
AllSquare Wealth Management
New York
$12K – – –
SWA
394
Sutton Wealth Advisors
Florida
$10K – – –
HFA
395
Hoover Financial Advisors
Pennsylvania
$10K – – –
SWA
396
SOA Wealth Advisors
New York
$10K – – –
APA
397
American Portfolios Advisors
New York
$9.88K +$963 +19 +12%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
EFSCE
399
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$811 +16 +13%
SLF
400
Sun Life Financial
Ontario, Canada
$7K -$152 -3 -2%