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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1951
Saxon Interests
Texas
$476K +$450K +1,652 New
BA
1952
Ballast Advisors
Minnesota
$475K -$29.2K -107 -6%
RB
1953
Renasant Bank
Mississippi
$474K -$101K -371 -18%
BAWM
1954
Bennett Associates Wealth Management
Pennsylvania
$474K +$448K +1,644 New
SSG
1955
Summit Securities Group
New York
$473K +$431K +1,583 +2,638%
FFO
1956
Fortitude Family Office
Arizona
$473K +$447K +1,641 New
USB
1957
Union Savings Bank
Connecticut
$472K -$6.81K -25 -2%
BFA
1958
Bill Few Associates
Pennsylvania
$470K
KWM
1959
Keebeck Wealth Management
Illinois
$470K +$18.5K +68 +4%
AFG
1960
Alterity Financial Group
Maine
$469K -$6.81K -25 -2%
TPWM
1961
Twelve Points Wealth Management
Massachusetts
$469K +$23.7K +87 +6%
WAM
1962
Wakefield Asset Management
Colorado
$468K +$145K +533 +49%
FBT
1963
First Bankers Trust
Kentucky
$467K
RC
1964
Rovin Capital
Arizona
$465K +$74.7K +274 +20%
AP
1965
Advisors Preferred
Maryland
$462K -$190K -698 -31%
IFS
1966
Ifrah Financial Services
Arkansas
$462K -$30K -110 -6%
SP
1967
Successful Portfolios
Florida
$461K +$21K +77 +5%
CJFS
1968
Coulter & Justus Financial Services
Tennessee
$461K
LAI
1969
Legal Advantage Investments
California
$461K +$436K +1,600 New
GWANC
1970
Guardian Wealth Advisors (North Carolina)
North Carolina
$460K +$4.63K +17 +1%
MWM
1971
Merriman Wealth Management
Washington
$460K
SCM
1972
Spreng Capital Management
Ohio
$459K +$10.6K +39 +3%
NG
1973
Northstar Group
New York
$459K -$5.18K -19 -1%
VPP
1974
Vertex Planning Partners
Illinois
$459K +$51K +187 +13%
EFSCE
1975
Enterprise Financial Services Corp (EFSC)
Missouri
$457K -$4.9K -18 -1%