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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Tradewinds Capital Management
Washington
$9K
COCM
327
Charter Oak Capital Management
New Hampshire
$8K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$7K
LC
329
Lindbrook Capital
California
$7K
GWS
330
Glassman Wealth Services
Virginia
$7K +$205 +1 +3%
BWA
331
BDO Wealth Advisors
Florida
$7K +$6.15K +30 +600%
EARNEST Partners
332
EARNEST Partners
Georgia
$5K
PWP
333
Personal Wealth Partners
Minnesota
$5K +$4.92K +24 New
FPS
334
Fieldpoint Private Securities
Connecticut
$4K -$2.05K -10 -33%
CWP
335
Concord Wealth Partners
Virginia
$4K
SWA
336
Sutton Wealth Advisors
Florida
$3.1K
GWSG
337
GPS Wealth Strategies Group
Colorado
$3K
JCM
338
Jacobi Capital Management
Pennsylvania
$3K
FMP
339
Financial Management Professionals
Texas
$3K +$2.67K +13 New
PGWM
340
Parisi Gray Wealth Management
New Jersey
$3K +$2.67K +13 New
MCM
341
Manchester Capital Management
Vermont
$3K +$3.28K +16 New
TPCW
342
TD Private Client Wealth
New York
$2.33K
ACM
343
AUA Capital Management
Pennsylvania
$2K
DI
344
Disciplined Investments
Oklahoma
$2K
LF
345
Lee Financial
Texas
$2K +$1.84K +9 New
BU
346
BBVA USA
Alabama
$2K +$2.25K +11 New
WPA
347
West Paces Advisors
Georgia
$1.75K +$1.84K +9 New
APC
348
Aspire Private Capital
North Carolina
$1K
EFSCE
349
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
PFBT
350
Parkside Financial Bank & Trust
Missouri
$1K +$1.23K +6 New