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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
926
Enterprise Financial Services Corp (EFSC)
Missouri
$217K +$1.1K +6 +0.6%
PFGIA
927
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$733 -4 -0.4%
MCM
928
Manchester Capital Management
Vermont
$216K – – –
AP
929
Americana Partners
Texas
$216K +$194K +1,060 New
BAM
930
Belpointe Asset Management
Nevada
$215K +$42K +229 +28%
SGK
931
Steigerwald Gordon & Koch
Virginia
$215K +$193K +1,051 New
OWP
932
Obermeyer Wealth Partners
Colorado
$215K +$193K +1,053 New
PFA
933
Pure Financial Advisors
California
$215K +$193K +1,053 New
SIAP
934
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K – – –
Lido Advisors
935
Lido Advisors
California
$211K +$189K +1,032 New
SFSIG
936
San Francisco Sentry Investment Group
California
$210K -$162K -884 -46%
CAG
937
Csenge Advisory Group
Florida
$210K -$72.1K -393 -28%
HB
938
Homrich & Berg
Georgia
$210K +$188K +1,028 New
LSA
939
L & S Advisors
California
$210K +$189K +1,029 New
PA
940
Parallel Advisors
California
$209K +$19.8K +108 +12%
SBWM
941
Sunflower Bank Wealth Management
Arizona
$209K +$187K +1,021 New
BFO
942
Boston Family Office
Massachusetts
$208K -$135K -738 -42%
WEC
943
Winslow Evans & Crocker
Massachusetts
$208K +$33K +180 +22%
KPW
944
Kore Private Wealth
New York
$208K +$186K +1,015 New
JWCA
945
J.W. Cole Advisors
Florida
$208K +$187K +1,018 New
DHFB
946
Dixon Hubard Feinour & Brown
Virginia
$208K +$187K +1,019 New
AIM
947
Alhambra Investment Management
Florida
$207K +$185K +1,010 New
AT
948
Arden Trust
Delaware
$206K +$185K +1,011 New
APG
949
Abacus Planning Group
South Carolina
$204K -$61.6K -336 -25%
CRM
950
Cramer Rosenthal McGlynn
Connecticut
$204K – – –