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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$2K -$357 -12 -13%
PCG
527
Private Capital Group
Connecticut
$2K -$327 -11 -15%
SFS
528
Sowell Financial Services
Arkansas
$2K -$30 -1 -1%
CAL
529
Capital Analysts LLC
Pennsylvania
$2K – – –
CA
530
Clearstead Advisors
Ohio
$2K – – –
HNB
531
Huntington National Bank
Ohio
$2K – – –
AA
532
Advisory Alpha
Michigan
$2K +$1.6K +54 New
SWA
533
Sutton Wealth Advisors
Florida
$1.9K -$386 -13 -16%
AIM
534
Anchor Investment Management
South Carolina
$1.28K – – –
EI
535
Ellevest Inc
New York
$1K -$21.5K -725 -96%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$1K -$10.2K -343 -91%
CFB
537
Cullen/Frost Bankers
Texas
$1K -$8.44K -284 -90%
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$2.41K -81 -64%
GWS
539
Glassman Wealth Services
Virginia
$1K -$1.28K -43 -61%
RAM
540
Riggs Asset Management
Pennsylvania
$1K – – –
SFSIG
541
San Francisco Sentry Investment Group
California
$1K – – –
SL
542
Savior LLC
Massachusetts
$1K – – –
BWM
543
Baystate Wealth Management
Massachusetts
$1K +$30 +1 +2%
FFA
544
Founders Financial Alliance
North Carolina
$1K +$713 +24 New
BCM
545
Bourgeon Capital Management
Connecticut
$1K +$743 +25 New
PFWA
546
Paces Ferry Wealth Advisors
Georgia
$1K +$743 +25 New
FCM
547
Firestone Capital Management
Florida
$1K +$951 +32 New
TFM
548
TFC Financial Management
Massachusetts
$1K +$1.01K +34 New
RWM
549
Raffa Wealth Management
District of Columbia
$950 – – –
GFPC
550
Global Financial Private Client
Florida
$654 -$357 -12 -33%
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