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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
1101
Jackson Hole Capital Partners
Oklahoma
$799K +$157K +816 +28%
EDRIA
1102
Edmonds Duncan Registered Investment Advisors
Kansas
$798K +$43.1K +224 +6%
EFSCE
1103
Enterprise Financial Services Corp (EFSC)
Missouri
$797K -$87.1K -453 -11%
DLA
1104
Douglas Lane & Associates
New York
$797K -$33.8K -176 -5%
BRA
1105
Bender Robert & Associates
California
$797K – – –
XF
1106
XML Financial
Maryland
$793K +$60K +312 +9%
ISL
1107
Ingalls & Snyder LLC
New York
$792K +$711K +3,700 New
PAI
1108
Pittenger & Anderson Inc
Nebraska
$791K +$62.5K +325 +10%
KMWM
1109
Keudell/Morrison Wealth Management
Oregon
$790K -$122K -633 -15%
MPI
1110
Mairs & Power Inc
Minnesota
$784K +$32.7K +170 +5%
BWP
1111
Bernardo Wealth Planning
Pennsylvania
$782K -$256K -1,331 -27%
MIM
1112
Moseley Investment Management
Florida
$782K +$81.7K +425 +13%
CIM
1113
CIM Investment Management
Pennsylvania
$782K +$456K +2,374 +186%
GFPC
1114
Global Financial Private Client
Florida
$780K +$30K +156 +4%
FFC
1115
First Financial Corp
Indiana
$780K +$2.69K +14 +0.4%
MFA
1116
Mayflower Financial Advisors
Massachusetts
$779K +$699K +3,638 New
PAS
1117
Professional Advisory Services
Florida
$777K – – –
SCI
1118
S&CO Inc
Massachusetts
$775K – – –
MMPW
1119
Mitchell McLeod Pugh & Williams
Alabama
$775K +$19.2K +100 +3%
PIA
1120
Perennial Investment Advisors
California
$775K +$76.3K +397 +12%
OPS
1121
Orion Portfolio Solutions
Nebraska
$774K +$22.9K +119 +3%
OQS
1122
Occudo Quantitative Strategies
Florida
$773K +$694K +3,611 New
PA
1123
PFG Advisors
Arizona
$771K -$30.4K -158 -4%
GFG
1124
Greystone Financial Group
Michigan
$770K +$698K +3,632 New
MYLI
1125
Meiji Yasuda Life Insurance
Japan
$763K -$93.2K -485 -12%
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