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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1801
ERTS Wealth Advisors
Michigan
$375K -$91K -396 -20%
WFA
1802
West Financial Advisors
Iowa
$375K – – –
TFCP
1803
Twin Focus Capital Partners
Massachusetts
$375K +$8.04K +35 +2%
TCBWMS
1804
Texas Capital Bank Wealth Management Services
Texas
$374K -$448K -1,951 -56%
SA
1805
Shilanski & Associates
Alaska
$373K -$24.6K -107 -6%
CCG
1806
Coastwise Capital Group
California
$373K +$355K +1,543 New
FTC
1807
Farmers Trust Company
Ohio
$372K -$3.45K -15 -1%
NRS
1808
Neville Rodie & Shaw
New York
$372K – – –
CFA
1809
CWS Financial Advisors
Michigan
$372K +$11.7K +51 +3%
IUHSA
1810
Itau Unibanco Holding S.A.
Brazil
$372K +$271K +1,178 +327%
PDM
1811
Penn Davis McFarland
Texas
$371K – – –
PCG
1812
Private Capital Group
Connecticut
$371K +$7.12K +31 +2%
EFSCE
1813
Enterprise Financial Services Corp (EFSC)
Missouri
$371K +$24.4K +106 +7%
MA
1814
MJP Associates
Connecticut
$369K -$57.7K -251 -14%
IWA
1815
IVC Wealth Advisors
Pennsylvania
$369K -$6.89K -30 -2%
CCG
1816
Chatham Capital Group
Georgia
$366K – – –
FA
1817
Financial Advisors
Massachusetts
$365K – – –
PWM
1818
Prentice Wealth Management
New York
$365K +$34.9K +152 +11%
CL
1819
CSS LLC
Illinois
$363K -$11.7K -51 -3%
ABP
1820
Arthur B. Page
$363K – – –
BFC
1821
Bedel Financial Consulting
Indiana
$363K – – –
TC
1822
Titleist Capital
Texas
$362K -$9.19K -40 -3%
RCA
1823
Roberts Capital Advisors
Colorado
$362K – – –
WLIM
1824
White Lighthouse Investment Management
Massachusetts
$362K – – –
EP
1825
Eudaimonia Partners
Tennessee
$361K +$343K +1,494 New