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Whirlpool
WHR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
501
Jacobi Capital Management
Pennsylvania
$3K – – –
TFO
502
Tarbox Family Office
California
$3K +$1.13K +10 +56%
CIAS
503
Capital Investment Advisory Services
North Carolina
$3K +$2.84K +25 New
BOPW
504
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3.29K +29 New
CA
505
Centerpoint Advisors
Massachusetts
$2K – – –
FFC
506
First Financial Corp
Indiana
$2K – – –
FIA
507
FNY Investment Advisers
New York
$2K – – –
TWA
508
TCI Wealth Advisors
Arizona
$2K – – –
WANY
509
Wealthspire Advisors (New York)
New York
$2K +$1.7K +15 New
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.81K +16 New
LFG
511
Larson Financial Group
Missouri
$2K +$1.81K +16 New
BHWM
512
Bay Harbor Wealth Management
Maryland
$2K +$2.27K +20 New
BCA
513
Berman Capital Advisors
Georgia
$2K +$2.5K +22 New
CFA
514
Clarfeld Financial Advisors
New York
$2K +$2.5K +22 New
AIS
515
Accurate Investment Solutions
Pennsylvania
$1K – – –
FRA
516
Front Row Advisors
California
$1K – – –
HS
517
Horan Securities
United States
$1K – – –
IFAM
518
Institutional & Family Asset Management
Colorado
$1K – – –
FTI
519
Fiduciary Trust International
Massachusetts
$1K +$567 +5 New
GWS
520
Glassman Wealth Services
Virginia
$1K +$681 +6 New
FGC
521
Financial Gravity Companies
Texas
$1K +$1.25K +11 New
MOS
522
MGO One Seven
Ohio
$1K +$1.25K +11 New
PWMG
523
Prestige Wealth Management Group
New Jersey
$1K +$1.25K +11 New
AIA
524
Alera Investment Advisors
Illinois
$1K +$1.48K +13 New
RWM
525
Raffa Wealth Management
District of Columbia
$748 – – –
19 20
21
22 23