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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1351
FMB Wealth Management
California
$256K – – –
UB
1352
UMB Bank
Missouri
$254K +$9.33K +13 +4%
BSSFA
1353
Baron Silver Stevens Financial Advisors
Florida
$254K +$227K +317 New
SW
1354
SkyOak Wealth
Michigan
$254K +$227K +317 New
Toronto Dominion Bank
1355
Toronto Dominion Bank
Ontario, Canada
$254K -$2.97M -4,138 -93%
CAWM
1356
Capital Advisors Wealth Management
Washington
$253K +$227K +316 New
AFT
1357
Alpha Family Trust
California
$252K – – –
MG
1358
McHugh Group
Ohio
$252K – – –
EFSCE
1359
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$226K +315 New
CWM
1360
Centric Wealth Management
Illinois
$252K – – –
MFG
1361
MidWestOne Financial Group
Iowa
$252K -$108K -150 -32%
SP
1362
Stablepoint Partners
Massachusetts
$249K – – –
BB
1363
Busey Bank
Illinois
$249K +$223K +311 New
DPI
1364
Diversified Portfolios Inc
Michigan
$249K +$223K +311 New
PWM
1365
Purus Wealth Management
California
$249K +$223K +311 New
WFA
1366
Wellspring Financial Advisors
Ohio
$249K +$223K +311 New
CAMG
1367
CWA Asset Management Group
Florida
$247K -$51K -71 -19%
HS
1368
Horan Securities
United States
$246K +$220K +307 New
VAG
1369
VisionPoint Advisory Group
Texas
$245K +$220K +306 New
QPBE
1370
Quintet Private Bank (Europe)
Luxembourg
$244K +$44.5K +62 +26%
TFM
1371
TFC Financial Management
Massachusetts
$241K -$174K -243 -45%
BCFD
1372
Boit C.F. David
$240K – – –
CA
1373
Cullinan Associates
Kentucky
$240K +$215K +300 New
MMG
1374
Monetary Management Group
Missouri
$240K +$215K +300 New
SC
1375
Shay Capital
New York
$240K +$215K +300 New