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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$4K +$356 +14 +8%
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$4K +$356 +14 +9%
JA
203
JOYN Advisors
Georgia
$4K +$3.25K +128 +320%
BCA
204
Berman Capital Advisors
Georgia
$4K +$5.08K +200 New
MDCM
205
Morgan Dempsey Capital Management
Wisconsin
$3K -$305 -12 -10%
DWM
206
Destination Wealth Management
California
$3K
EWM
207
Endurance Wealth Management
Rhode Island
$3K
RFA
208
Reilly Financial Advisors
California
$3K
KPW
209
Kore Private Wealth
New York
$3K +$2.95K +116 New
BTNA
210
Bremer Trust National Association
Minnesota
$3K +$3.91K +154 New
CB
211
Community Bank
New York
$2K
CWM
212
Cranbrook Wealth Management
Michigan
$2K
PMFA
213
Plante Moran Financial Advisors
Michigan
$2K +$1.83K +72 New
Group One Trading
214
Group One Trading
Illinois
$2K +$2.54K +100 New
AIC
215
Ameritas Investment Company
Nebraska
$2K +$2.64K +104 New
S
216
SignatureFD
Georgia
$1K -$10.6K -417 -95%
PA
217
Parallel Advisors
California
$1K -$7.21K -284 -83%
BWM
218
Baystate Wealth Management
Massachusetts
$1K
BCM
219
Brasada Capital Management
Texas
$1K
DSC
220
Duncker Streett & Co
Missouri
$1K
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FC
222
Ferris Capital
Massachusetts
$1K
GAM
223
Gemmer Asset Management
California
$1K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$1K
TFA
225
Transamerica Financial Advisors
Florida
$1K