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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1601
Zevin Asset Management
Massachusetts
$1.25M -$49.6K -376 -4%
WKWM
1602
Walter & Keenan Wealth Management
Indiana
$1.25M -$106K -802 -8%
OIAM
1603
OFI Invest Asset Management
France
$1.25M -$13.4K -102 -0.9%
AR
1604
Advisory Research
Illinois
$1.25M -$22.3K -169 -2%
EFSCE
1605
Enterprise Financial Services Corp (EFSC)
Missouri
$1.25M +$22.8K +173 +2%
RSA
1606
River Street Advisors
Illinois
$1.24M +$95.9K +727 +9%
IWA
1607
Invera Wealth Advisors
Oregon
$1.24M
HBT
1608
Heartland Bank & Trust
Illinois
$1.23M -$24.1K -183 -2%
BWP
1609
Balboa Wealth Partners
Arizona
$1.23M +$81.1K +615 +7%
CIA
1610
Citadel Investment Advisory
Ohio
$1.23M +$10.6M +80,550 +838%
SC
1611
Sawyer & Company
Massachusetts
$1.23M -$200K -1,514 -10%
SHF
1612
Safe Harbor Fiduciary
Florida
$1.23M +$1.09M +8,290 +1,142%
EBA
1613
Eagle Bay Advisors
New York
$1.23M -$6.72K -51 -0.6%
ICM
1614
IMS Capital Management
Oregon
$1.22M -$1.85K -14 -0.2%
WAG
1615
Wallace Advisory Group
California
$1.22M +$26.1K +198 +2%
IP
1616
Intellectus Partners
California
$1.22M +$132 +1 +0%
BCA
1617
Bay Colony Advisors
Massachusetts
$1.22M -$1.26M -9,537 -52%
CFP
1618
Catalyst Financial Partners
Massachusetts
$1.21M +$77.8K +590 +7%
CT
1619
Colonial Trust
South Carolina
$1.21M -$10K -76 -0.8%
MSWM
1620
McGlone Suttner Wealth Management
Wisconsin
$1.21M -$12.7K -96 -1%
NONA
1621
Ninety One North America
New York
$1.21M -$212K -1,607 -15%
RIA
1622
Regal Investment Advisors
Michigan
$1.2M +$369K +2,802 +46%
NFG
1623
Nadler Financial Group
Illinois
$1.2M -$156K -1,183 -12%
AWE
1624
Avidian Wealth Enterprises
Texas
$1.19M -$33.2K -252 -3%
CG
1625
Corundum Group
Colorado
$1.19M -$12.3K -93 -1%