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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Endurance Wealth Management
Rhode Island
$125K
M
902
MOTCO
Texas
$124K -$22.3K -168 -15%
BFC
903
Bedel Financial Consulting
Indiana
$119K
HCM
904
Hilton Capital Management
New York
$118K +$123K +928 New
MSA
905
Marino Stram & Associates
Massachusetts
$117K -$930 -7 -0.8%
CWA
906
Clarus Wealth Advisors
Arizona
$113K +$110K +829 New
MFW
907
Mosaic Family Wealth
Missouri
$112K +$2.79K +21 +2%
FWM
908
Focused Wealth Management
New York
$102K
CT
909
Clearstead Trust
Maine
$102K +$106K +800 New
ADL
910
Asset Dedication LLC
California
$99K +$32.4K +244 +46%
ACA
911
Atlas Capital Advisors
Wyoming
$98.6K
MCM
912
Manchester Capital Management
Vermont
$93K
STA
913
Summit Trail Advisors
New York
$92K -$453K -3,412 -83%
WAP
914
Wealthcare Advisory Partners
Pennsylvania
$92K -$141K -1,059 -59%
AssetMark Inc
915
AssetMark Inc
California
$85K -$35.2K -265 -28%
LFA
916
Legacy Financial Advisors
Kentucky
$85K +$3.19K +24 +4%
Carson Wealth (CWM LLC)
917
Carson Wealth (CWM LLC)
Nebraska
$84K +$4.38K +33 +5%
CHC
918
City Holding Co
West Virginia
$82K
PMFA
919
Plante Moran Financial Advisors
Michigan
$81K -$13.8K -104 -14%
CHP
920
Cable Hill Partners
Oregon
$81K +$2.26K +17 +3%
MFBTD
921
MB Financial Bank - Trust Department
Illinois
$80K -$1.99K -15 -2%
MA
922
MCF Advisors
Kentucky
$77K
SC
923
Sawyer & Company
Massachusetts
$74K -$13.3K -100 -15%
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$74K -$3.85K -29 -5%
DAM
925
Delta Asset Management
Tennessee
$73K +$2.39K +18 +3%