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Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Commerce Bank
Missouri
$328K +$55.2K +908 +24%
FTUS
402
Flow Traders U.S.
New York
$327K +$289K +4,749 New
SF
403
Synovus Financial
Georgia
$326K -$75.2K -1,238 -21%
KPWS
404
Kestra Private Wealth Services
Texas
$323K +$10.1K +167 +4%
LFA
405
Legacy Financial Advisors
Kentucky
$322K +$284K +4,676 New
RGC
406
Roberts, Glore & Co
Illinois
$321K +$283K +4,652 New
WP
407
WealthPLAN Partners
Nebraska
$318K
FHA
408
First Horizon Advisors
Tennessee
$318K +$148K +2,431 +111%
WIM
409
WealthPlan Investment Management
Nebraska
$318K +$324K +5,330 New
FB
410
Fulton Bank
Pennsylvania
$316K +$279K +4,593 New
KP
411
Keel Point
Alabama
$313K +$276K +4,543 New
JCM
412
J2 Capital Management
Michigan
$310K +$6.99K +115 +3%
MG
413
Mather Group
Illinois
$309K
WJWM
414
Williams Jones Wealth Management
New York
$309K +$272K +4,483 New
RPCONE
415
Retirement Planning Company of New England
Rhode Island
$308K +$176K +2,899 +184%
NB
416
NBT Bank
New York
$307K -$27.8K -458 -9%
KOCAA
417
Knights of Columbus Asset Advisors
Connecticut
$305K +$72.5K +1,193 +37%
SI
418
Stephens Inc
Arkansas
$302K -$1.35M -22,176 -84%
CGA
419
Crescent Grove Advisors
Illinois
$299K -$94K -1,547 -26%
CFB
420
Cullen/Frost Bankers
Texas
$296K +$8.26K +136 +3%
FNBOH
421
First National Bank of Hutchinson
Kansas
$296K +$261K +4,302 New
BW
422
Basepoint Wealth
Iowa
$293K +$258K +4,247 New
TCWM
423
Total Clarity Wealth Management
Illinois
$291K +$13.7K +225 +6%
VWA
424
V Wealth Advisors
Kansas
$287K +$253K +4,165 New
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$284K +$250K +4,117 New