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Name Holding Trade Value Shares
Change
Change in
Stake
FFW
551
Fusion Family Wealth
New York
$34K +$33.2K +500 New
AF
552
Advisornet Financial
Minnesota
$34K +$33.4K +503 New
EFSCE
553
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
HCM
554
Highlander Capital Management
New Jersey
$31K – – –
PGWM
555
Parisi Gray Wealth Management
New Jersey
$30K +$29.2K +440 New
CAPTRUST Financial Advisors
556
CAPTRUST Financial Advisors
North Carolina
$28K +$27K +407 New
SLF
557
Sun Life Financial
Ontario, Canada
$27K -$61.7K -929 -70%
SIAS
558
Shine Investment Advisory Services
Colorado
$27K -$11.4K -172 -31%
CJA
559
C-J Advisory
California
$26K -$3.98K -60 -13%
PCP
560
Proficio Capital Partners
Massachusetts
$26K -$3.05K -46 -11%
FHA
561
First Horizon Advisors
Tennessee
$25K -$31.3K -471 -56%
LA
562
Legacy Advisors
Pennsylvania
$24K +$24.1K +363 New
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.9K -$4.78K -72 -17%
CBT
564
Capital Bank & Trust
California
$21K – – –
CG
565
Cutler Group
California
$20K -$15.1K -228 -43%
MWM
566
MinichMacGregor Wealth Management
New York
$19K -$133 -2 -0.7%
DBT
567
Dubuque Bank & Trust
Iowa
$19K – – –
GWM
568
Geneos Wealth Management
Colorado
$19K – – –
TG
569
TLP Group
Illinois
$18K -$5.51K -83 -24%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$18K -$4.78K -72 -22%
RFA
571
Reilly Financial Advisors
California
$18K -$2.66K -40 -13%
GBT
572
Grove Bank & Trust
Florida
$18K – – –
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$17K +$66 +1 +0.4%
GAM
574
Gemmer Asset Management
California
$16K – – –
MFT
575
Moisand Fitzgerald Tamayo
Florida
$16K – – –