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Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Clearstead Advisors
Ohio
$343K -$2.52K -19 -0.8%
BFO
577
Biltmore Family Office
North Carolina
$343K +$325K +2,452 New
ESCM
578
Echo Street Capital Management
New York
$341K -$2.72M -20,514 -89%
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$340K -$2.65K -20 -0.8%
SSB
580
Sandy Spring Bank
Maryland
$339K
SSG
581
Summit Securities Group
New York
$333K +$18.6K +140 +6%
SF
582
Synovus Financial
Georgia
$333K +$9.54K +72 +3%
PA
583
Profund Advisors
Maryland
$333K +$47.3K +357 +18%
CBFP
584
Cedar Brook Financial Partners
Ohio
$332K -$68.7K -518 -18%
DTL
585
Dynamic Technology Lab
Singapore
$331K +$16.7K +126 +6%
SC
586
Savant Capital
Illinois
$329K +$15.8K +119 +5%
FNBTCON
587
First National Bank & Trust Co of Newtown
Pennsylvania
$326K
FFM
588
Forum Financial Management
Illinois
$325K +$265 +2 +0.1%
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$319K -$5.3K -40 -2%
WSFS
590
Wilmington Savings Fund Society
Delaware
$317K
Jones Financial Companies
591
Jones Financial Companies
Missouri
$312K -$9.94K -75 -3%
CCA
592
Checchi Capital Advisers
California
$311K -$14K -106 -5%
CWM
593
Congress Wealth Management
Massachusetts
$308K
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$308K +$41.1K +310 +16%
1WA
595
180 Wealth Advisors
Washington
$307K +$4.77K +36 +2%
WPC
596
Wedmont Private Capital
Pennsylvania
$306K +$282K +2,125 New
PJSIMP
597
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305K -$30.4K -229 -9%
FMLI
598
Fukoku Mutual Life Insurance
Japan
$304K
CA
599
Cetera Advisors
Colorado
$301K -$34.6K -261 -11%
FIM
600
Freedom Investment Management
Connecticut
$300K +$285K +2,149 New