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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
851
Squar Milner Financial Services
California
$130K +$136K +3,030 New
SCM
852
Silvant Capital Management
Georgia
$129K
SWA
853
Sutton Wealth Advisors
Florida
$129K
LFG
854
LifePlan Financial Group
Ohio
$125K +$719 +16 +0.6%
RWA
855
River Wealth Advisors
Pennsylvania
$124K +$129K +2,874 New
EFSCE
856
Enterprise Financial Services Corp (EFSC)
Missouri
$122K -$5.75K -128 -4%
Carson Wealth (CWM LLC)
857
Carson Wealth (CWM LLC)
Nebraska
$122K +$1.98K +44 +2%
SMG
858
Spectrum Management Group
Indiana
$122K +$128K +2,840 New
FHA
859
First Horizon Advisors
Tennessee
$121K -$208K -4,638 -62%
CWA
860
Clarus Wealth Advisors
Arizona
$121K +$124K +2,771 New
CAL
861
Capital Analysts LLC
Pennsylvania
$119K
PCM
862
Prelude Capital Management
New York
$116K -$108K -2,401 -47%
CAGAS
863
Capital Advisory Group Advisory Services
Minnesota
$109K -$8.8K -196 -7%
ST
864
Smithfield Trust
Pennsylvania
$108K
OFW
865
Omnia Family Wealth
Florida
$107K -$10.5K -234 -9%
SWM
866
SeaCrest Wealth Management
New York
$106K +$7.19K +160 +7%
OC
867
Oakworth Capital
Alabama
$104K
TF
868
Tompkins Financial
New York
$104K
MGIA
869
Moneta Group Investment Advisors
Missouri
$101K +$93.7K +2,085 +761%
MFW
870
Mosaic Family Wealth
Missouri
$97K
FMTCOCP
871
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K
GLI
872
Guardian Life Insurance
New York
$92K +$15K +333 +18%
ACA
873
Atlas Capital Advisors
Wyoming
$90.3K -$18.7K -416 -17%
CAW
874
Cornerstone Advisors (Washington)
Washington
$88K +$8.22K +183 +10%
BCM
875
Blume Capital Management
California
$86K