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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
2301
Parisi Gray Wealth Management
New Jersey
$3.5M -$16.6K -100 -0.5%
FWM
2302
Foresight Wealth Management
Utah
$3.5M
CS
2303
Capital Square
Tennessee
$3.5M +$93.1K +560 +3%
BSB
2304
Bangor Savings Bank
Maine
$3.5M -$49.9K -300 -1%
PO
2305
Private Ocean
California
$3.49M -$249K -1,500 -7%
BAM
2306
Berkshire Asset Management
Pennsylvania
$3.48M -$422K -2,540 -11%
TAM
2307
Townsend Asset Management
North Carolina
$3.48M +$233K +1,400 +7%
WCM
2308
Weik Capital Management
Pennsylvania
$3.48M +$36.6K +220 +1%
ESB
2309
Essex Savings Bank
Connecticut
$3.46M -$6.65K -40 -0.2%
PFT
2310
Providence First Trust
Arizona
$3.46M
WAOTB
2311
Wealth Advisors of Tampa Bay
Florida
$3.45M +$3.32K +20 +0.1%
SIA
2312
Strategic Investment Advisors
Michigan
$3.45M +$445K +2,680 +15%
AL
2313
Aspiriant LLC
California
$3.45M +$489K +2,940 +17%
CIP
2314
Convergence Investment Partners
Florida
$3.44M -$422K -2,540 -11%
SF
2315
Summit Financial
New Jersey
$3.44M +$3.06M +18,400 +1,136%
RC
2316
RBF Capital
California
$3.44M -$1.66M -10,000 -33%
TC
2317
Teilinger Capital
Texas
$3.44M +$3.32M +20,000 New
EFSCE
2318
Enterprise Financial Services Corp (EFSC)
Missouri
$3.44M +$346K +2,080 +12%
AIA
2319
Angeles Investment Advisors
California
$3.43M
BSAM
2320
Blue Square Asset Management
New York
$3.43M +$196K +1,180 +6%
WG
2321
Welch Group
Alabama
$3.43M +$99.7K +600 +3%
JF
2322
Jump Financial
Illinois
$3.43M -$2.74M -16,460 -45%
TSWM
2323
Triangle Securities Wealth Management
North Carolina
$3.42M -$33.2K -200 -1%
PP
2324
PDS Planning
Ohio
$3.41M +$269K +1,620 +9%
GBA
2325
Garrison Bradford & Associates
New York
$3.4M -$83.1K -500 -2%