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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$8K
PMFA
402
Plante Moran Financial Advisors
Michigan
$8K
PO
403
Private Ocean
California
$8K
CWP
404
Concord Wealth Partners
Virginia
$7K -$188 -4 -3%
AWA
405
Arkadios Wealth Advisors
Georgia
$7K +$5.93K +126 +382%
EARNEST Partners
406
EARNEST Partners
Georgia
$6K
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$6K +$3.58K +76 +165%
GWM
408
Geneos Wealth Management
Colorado
$5K -$49.5K -1,053 -91%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$5K -$2.31K -49 -34%
PFBT
410
Parkside Financial Bank & Trust
Missouri
$5K
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$4.84K +103 New
RCA
412
Ranch Capital Advisors
Florida
$4K
GWS
413
Glassman Wealth Services
Virginia
$4K +$188 +4 +5%
GAM
414
Gemmer Asset Management
California
$3K
ST
415
Smithfield Trust
Pennsylvania
$3K
AssetMark Inc
416
AssetMark Inc
California
$3K +$376 +8 +15%
RWM
417
Raffa Wealth Management
District of Columbia
$2.55K
FHC
418
First Horizon Corporation
Tennessee
$2K
ONST
419
Old North State Trust
North Carolina
$2K
PWMG
420
Prestige Wealth Management Group
New Jersey
$2K
FMP
421
Financial Management Professionals
Texas
$2K +$235 +5 +12%
SIM
422
Sonora Investment Management
Arizona
$2K +$2.21K +47 New
BWM
423
BerganKDV Wealth Management
Minnesota
$1K
EFSCE
424
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
TFO
425
Tarbox Family Office
California
$1K