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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2201
FFT Wealth Management
Pennsylvania
$370K +$294 +1 +0.1%
EMAM
2202
Encompass More Asset Management
California
$369K -$77.9K -265 -18%
HBWM
2203
Hollow Brook Wealth Management
New York
$369K
HC
2204
Hendley & Co
Ohio
$368K +$346K +1,179 New
EAM
2205
Empirical Asset Management
Massachusetts
$368K +$1.15M +3,926 New
PL
2206
Parthenon LLC
Kentucky
$368K
WBG
2207
Wharton Business Group
Pennsylvania
$367K +$15.3K +52 +5%
LWA
2208
Lineweaver Wealth Advisors
Ohio
$367K -$116K -396 -25%
S
2209
Sunpointe
Missouri
$366K -$10.9K -37 -3%
KOCAA
2210
Knights of Columbus Asset Advisors
Connecticut
$365K +$126K +430 +58%
EFSCE
2211
Enterprise Financial Services Corp (EFSC)
Missouri
$364K +$4.99K +17 +1%
AT
2212
Arvest Trust
Oklahoma
$364K +$87.5K +298 +34%
CFO
2213
Capitol Family Office
Oregon
$362K
AIM
2214
Aigen Investment Management
New York
$362K +$341K +1,160 New
FCT
2215
First Community Trust
Iowa
$362K
PAG
2216
Powers Advisory Group
Illinois
$360K +$30.8K +105 +10%
PBO
2217
Peoples Bank (Ohio)
Ohio
$360K +$108K +369 +47%
MWM
2218
Mosley Wealth Management
California
$360K +$21.4K +73 +7%
KCFA
2219
Key Client Fiduciary Advisors
New Jersey
$359K +$4.7K +16 +1%
DA
2220
Detalus Advisors
Missouri
$359K +$18.2K +62 +6%
PSCM
2221
Per Stirling Capital Management
Texas
$358K -$7.05K -24 -2%
AWM
2222
Aprio Wealth Management
Georgia
$357K +$336K +1,144 New
SSW
2223
Smith Shellnut Wilson
Mississippi
$357K
MAG
2224
M3 Advisory Group
Massachusetts
$357K +$19.1K +65 +6%
HCA
2225
Harbour Capital Advisors
Virginia
$356K