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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
551
Pathstone Family Office
New Jersey
$127K +$109K +260 New
EFSCE
552
Enterprise Financial Services Corp (EFSC)
Missouri
$126K
BBHC
553
Brown Brothers Harriman & Co
New York
$125K +$17.3K +41 +19%
WPA
554
West Paces Advisors
Georgia
$122K
SL
555
Savior LLC
Massachusetts
$119K
SFS
556
Sowell Financial Services
Arkansas
$118K +$55.5K +132 +121%
TCM
557
Tanaka Capital Management
New York
$109K
BCA
558
Berman Capital Advisors
Georgia
$107K +$21K +50 +29%
SBL
559
Sargent Bickham Lagudis
Colorado
$102K
TFM
560
TFC Financial Management
Massachusetts
$97K -$5.47K -13 -6%
PWM
561
Perigon Wealth Management
California
$95K +$81.6K +194 New
HPC
562
HM Payson & Co
Maine
$95K +$82.1K +195 New
RFA
563
Reilly Financial Advisors
California
$89K +$43.3K +103 +129%
MF
564
Manchester Financial
California
$88K
JWM
565
Janiczek Wealth Management
Colorado
$86K +$61K +145 +468%
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$3.79K +9 +6%
HNB
567
Huntington National Bank
Ohio
$79K -$159K -377 -70%
DWA
568
Dougherty Wealth Advisers
Minnesota
$79K
IA
569
Inspire Advisors
Idaho
$79K +$68.2K +162 New
TFS
570
TrustCore Financial Services
Tennessee
$74K +$32K +76 +101%
PFBT
571
Parkside Financial Bank & Trust
Missouri
$74K +$54.7K +130 +591%
MHR
572
Matthew Hamilton Rosenberg
$73K
GWS
573
Glassman Wealth Services
Virginia
$72K +$21.9K +52 +54%
LWM
574
Liberty Wealth Management
California
$71K +$13K +31 +32%
CWC
575
Carolinas Wealth Consulting
North Carolina
$71K +$19.8K +47 +47%