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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1276
Sound Income Strategies
Florida
$54K +$25.4K +172 +77%
WTB
1277
Washington Trust Bank
Washington
$50K – – –
IF
1278
Ironwood Financial
Arizona
$49K – – –
EFSCE
1279
Enterprise Financial Services Corp (EFSC)
Missouri
$49K +$10.6K +72 +26%
JFGIW
1280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$88K -595 -63%
BFC
1281
Bedel Financial Consulting
Indiana
$48K -$9.17K -62 -15%
BCWM
1282
Bartlett & Co Wealth Management
Ohio
$45.2K – – –
PFBT
1283
Parkside Financial Bank & Trust
Missouri
$45K -$7.98K -54 -14%
BC
1284
Bartlett & Co
Ohio
$45K – – –
WAM
1285
Watermark Asset Management
California
$45K – – –
LFASL
1286
Lugano Financial Advisors SA (LFA)
Switzerland
$44K – – –
RFM
1287
Royal Fund Management
Florida
$44K +$24.4K +165 +102%
TI
1288
Truehand Inc
New Hampshire
$44K +$47.3K +320 New
RWA
1289
Ropes Wealth Advisors
Massachusetts
$44K +$47.5K +321 New
CB
1290
CNB Bank
Pennsylvania
$43K +$46.3K +313 New
AWM
1291
Aevitas Wealth Management
Massachusetts
$42K +$10.3K +70 +30%
PFGIA
1292
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$14.8K +100 +49%
LFG
1293
Larson Financial Group
Missouri
$41K +$44.5K +301 New
MVIP
1294
Mar Vista Investment Partners
California
$38K +$40.5K +274 New
IIM
1295
Ipswich Investment Management
Massachusetts
$38K +$40.7K +275 New
BL
1296
Balentine LLC
Georgia
$37K -$22.3K -151 -36%
CAM
1297
CenterStar Asset Management
Illinois
$37K – – –
ONST
1298
Old North State Trust
North Carolina
$37K – – –
TCOV
1299
Trust Company of Vermont
Vermont
$36K +$14.2K +96 +59%
PG
1300
Patten Group
Tennessee
$36K +$23.9K +162 +162%
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