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Name Holding Trade Value Shares
Change
Change in
Stake
SGK
1226
Steigerwald Gordon & Koch
Virginia
$242K -$8.94K -10 -3%
ERIC
1227
Eagle Rock Investment Company
Georgia
$242K +$69.7K +78 +37%
EFSCE
1228
Enterprise Financial Services Corp (EFSC)
Missouri
$241K -$50.1K -56 -16%
BDFN
1229
Bond & Devick Financial Network
Minnesota
$241K
WE
1230
Wealth Effects
Massachusetts
$239K +$257K +287 New
CPRC
1231
Consolidated Portfolio Review Corp
New York
$239K +$17K +19 +7%
AT
1232
Arlington Trust
Alabama
$238K
EFG
1233
Ethos Financial Group
Pennsylvania
$238K +$14.3K +16 +6%
FG
1234
Foster Group
Iowa
$237K -$13.4K -15 -5%
BOPW
1235
Brandywine Oak Private Wealth
Pennsylvania
$237K
RW
1236
Rede Wealth
Virginia
$237K +$5.36K +6 +2%
WCM
1237
WealthBridge Capital Management
Ohio
$237K +$254K +284 New
AWP
1238
Abacus Wealth Partners
California
$236K +$253K +283 New
SF
1239
Safeguard Financial
Wisconsin
$235K +$252K +282 New
CIS
1240
Continental Investors Services
Washington
$233K +$894 +1 +0.4%
CFP
1241
Cascade Financial Partners
California
$232K +$88.5K +99 +45%
CWM
1242
Centric Wealth Management
Illinois
$231K -$2.68K -3 -0.9%
WCM
1243
Weaver Capital Management
Georgia
$231K +$38.4K +43 +18%
D
1244
Diversified
Delaware
$231K +$8.05K +9 +3%
DE
1245
Diversified Enterprises
Delaware
$231K +$248K +277 New
TBA
1246
Tower Bridge Advisors
Pennsylvania
$231K +$248K +277 New
BWM
1247
Baron Wealth Management
Michigan
$229K +$17.9K +20 +8%
CWP
1248
Core Wealth Partners
California
$229K +$246K +275 New
NB
1249
Nicolet Bankshares
Wisconsin
$227K -$107K -120 -31%
MCWS
1250
McKinley Carter Wealth Services
West Virginia
$227K