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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1926
Arlington Partners
Alabama
$424K +$339K +542 +263%
WCP
1927
Wick Capital Partners
Pennsylvania
$424K +$467K +747 New
SFG
1928
Summit Financial Group
West Virginia
$423K -$6.25K -10 -1%
IP
1929
Ignite Planners
California
$422K +$513K +821 New
FNBSF
1930
First National Bank Sioux Falls
South Dakota
$420K +$463K +740 New
CCMW
1931
Cypress Capital Management (Wyoming)
Wyoming
$418K
JIR
1932
James Investment Research
Ohio
$417K -$153K -245 -25%
WB
1933
West Bancorporation
Iowa
$415K +$457K +731 New
I
1934
INVST
Indiana
$411K +$167K +267 +39%
SCS
1935
Syquant Capital SAS
France
$408K
PPW
1936
Parcion Private Wealth
Washington
$406K -$163K -261 -25%
PBO
1937
Peoples Bank (Ohio)
Ohio
$404K
RIA
1938
Regal Investment Advisors
Michigan
$404K +$102K +163 +30%
DW
1939
Domani Wealth
Pennsylvania
$403K -$20.6K -33 -4%
FPFS
1940
First Personal Financial Services
North Carolina
$402K
FFG
1941
Ford Financial Group
California
$401K -$13.8K -22 -3%
MPW
1942
Monterey Private Wealth
California
$401K
OAM
1943
Oak Asset Management
California
$401K +$21.9K +35 +5%
EFSCE
1944
Enterprise Financial Services Corp (EFSC)
Missouri
$400K +$9.38K +15 +2%
PFM
1945
Premier Fund Managers
United Kingdom
$399K -$11.2M -17,850 -96%
LAM
1946
LifePro Asset Management
California
$399K +$439K +703 New
FOA
1947
Five Oceans Advisors
California
$398K +$28.8K +46 +7%
WC
1948
Weil Company
California
$398K +$439K +702 New
PFA
1949
Pathway Financial Advisors
Vermont
$395K +$463K +740 New
IIM
1950
Ipswich Investment Management
Massachusetts
$392K +$21.3K +34 +5%