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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Prelude Capital Management
New York
$7K +$7.53K +39 New
GEA
552
Glen Eagle Advisors
New Jersey
$6.29K – – –
PFBT
553
Parkside Financial Bank & Trust
Missouri
$6K -$12.7K -66 -64%
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$772 -4 -11%
JFA
555
JNBA Financial Advisors
Minnesota
$6K +$4.83K +25 +250%
VCM
556
Versant Capital Management
Arizona
$5K +$1.35K +7 +30%
AIC
557
Ameritas Investment Company
Nebraska
$4K +$4.83K +25 New
GWAG
558
Garrett Wealth Advisory Group
Texas
$3.4K +$3.86K +20 New
TCM
559
Tradewinds Capital Management
Washington
$3K – – –
FPS
560
Fieldpoint Private Securities
Connecticut
$3K +$3.28K +17 New
PCG
561
Private Capital Group
Connecticut
$3K +$3.67K +19 New
RWM
562
Raffa Wealth Management
District of Columbia
$2.04K +$2.32K +12 New
LFG
563
Larson Financial Group
Missouri
$2K -$9.65K -50 -79%
GWS
564
Glassman Wealth Services
Virginia
$2K -$4.44K -23 -68%
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CFD
566
Creative Financial Designs
Indiana
$2K – – –
GI
567
Gradient Investments
Minnesota
$2K – – –
BFC
568
Bedel Financial Consulting
Indiana
$2K +$2.12K +11 New
BCH
569
Berkshire Capital Holdings
California
$1.7K -$10.6M -55,110 -100%
APC
570
Aspire Private Capital
North Carolina
$1K – – –
LWM
571
Liberty Wealth Management
California
$1K – – –
EI
572
Ellevest Inc
New York
$1K +$772 +4 +400%
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$1K +$772 +4 New
SWP
574
Strategic Wealth Partners
Ohio
$6 – – –
GQG Partners
575
GQG Partners
Florida
– -$189M -921,578 Closed