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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1151
Wealth Architects
California
$318K +$8.86K +77 +3%
PCM
1152
Penserra Capital Management
California
$316K -$5.53K -48 -2%
MFWP
1153
Mosaic Family Wealth Partners
Missouri
$316K +$79.5K +691 +35%
CPA
1154
Cardiff Park Advisors
California
$315K +$230 +2 +0.1%
EFG
1155
Everhart Financial Group
Ohio
$314K +$19.1K +166 +7%
ICMM
1156
Integrated Capital Management (Michigan)
Michigan
$314K -$25.3K -220 -8%
GLA
1157
Great Lakes Advisors
Illinois
$313K +$9.32K +81 +3%
PGF
1158
Plan Group Financial
Oklahoma
$312K
FFB
1159
First Financial Bankshares
Texas
$312K
TWM
1160
Tradition Wealth Management
Minnesota
$311K -$34.4K -299 -10%
SOS
1161
Silver Oak Securities
Tennessee
$310K +$5.07K +44 +2%
CF
1162
Clarity Financial
Texas
$309K -$14K -122 -4%
SL
1163
Sentry LLC
Tennessee
$308K
FMB
1164
Field & Main Bank
Kentucky
$307K
OFG
1165
Orcam Financial Group
California
$307K +$24.8K +215 +9%
RWM
1166
Rockline Wealth Management
New York
$306K
FLI
1167
Family Legacy Inc
South Carolina
$306K
KWM
1168
Kaydan Wealth Management
Michigan
$306K
GSB
1169
Greenfield Savings Bank
Massachusetts
$305K
DWT
1170
Dorsey & Whitney Trust
South Dakota
$305K -$5.64K -49 -2%
MIC
1171
Means Investment Company
Maine
$304K +$576 +5 +0.2%
SFSG
1172
Sound Financial Strategies Group
Mississippi
$300K +$6.68K +58 +2%
WFS
1173
Widmann Financial Services
Maryland
$299K
C
1174
Certuity
Florida
$299K +$5.76K +50 +2%
EFSCE
1175
Enterprise Financial Services Corp (EFSC)
Missouri
$299K +$18K +156 +7%