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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1201
Orrstown Financial Services
Pennsylvania
$268K +$244K +2,397 New
HCM
1202
HMS Capital Management
Tennessee
$267K +$13.9K +137 +6%
LGG
1203
Luts & Greenleigh Group
Maryland
$266K +$915 +9 +0.4%
RCWM
1204
Royal Capital Wealth Management
Indiana
$265K -$40.7K -400 -14%
LFA
1205
Legacy Financial Advisors
Kentucky
$264K -$10.1K -99 -4%
CCG
1206
Chatham Capital Group
Georgia
$264K -$40.7K -400 -14%
FSC
1207
Full Sail Capital
Oklahoma
$263K -$240K -2,359 -50%
SIM
1208
Sentry Investment Management
Wisconsin
$263K – – –
GWAM
1209
Guardian Wealth Advisors (Minnesota)
Minnesota
$263K -$20.2K -199 -8%
PWP
1210
Parkwoods Wealth Partners
New York
$262K +$238K +2,346 New
FF
1211
Financial Futures
New Jersey
$261K – – –
WA
1212
Wealth Architects
California
$259K -$102 -1 -0%
CFP
1213
Catalyst Financial Partners
Massachusetts
$258K +$235K +2,310 New
First Manhattan
1214
First Manhattan
New York
$258K +$235K +2,308 New
MFS
1215
Madrona Financial Services
Washington
$258K +$102 +1 +0%
LC
1216
Legacy CG
Texas
$258K – – –
LBC
1217
Lowe Brockenbrough & Co
Virginia
$257K +$234K +2,302 New
AIM
1218
Avity Investment Management
Connecticut
$257K -$224K -2,200 -49%
EFSCE
1219
Enterprise Financial Services Corp (EFSC)
Missouri
$257K -$10.2K -100 -4%
BW
1220
BIP Wealth
Georgia
$256K +$233K +2,291 New
SHFA
1221
Sherrill & Hutchins Financial Advisory
Georgia
$254K – – –
CAL
1222
Capital Advisors Ltd
Ohio
$254K – – –
FMLI
1223
Fukoku Mutual Life Insurance
Japan
$254K – – –
MFWP
1224
Mosaic Family Wealth Partners
Missouri
$253K – – –
CT
1225
Chicago Trust
Illinois
$251K – – –