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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1051
Chicago Trust
Illinois
$358K -$16.3K -57 -4%
CPC
1052
Congress Park Capital
New York
$358K -$7.13K -25 -2%
NAMM
1053
NorthStar Asset Management (Massachusetts)
Massachusetts
$358K – – –
JFA
1054
JNBA Financial Advisors
Minnesota
$357K +$4.56K +16 +1%
CIA
1055
Citadel Investment Advisory
Ohio
$356K – – –
LDB
1056
Lee, Danner & Bass
Tennessee
$355K – – –
MCM
1057
Monument Capital Management
Virginia
$355K -$11.7K -41 -3%
SNB
1058
Security National Bank
Nebraska
$350K – – –
CCG
1059
Chatham Capital Group
Georgia
$348K – – –
ML
1060
McAdam LLC
Pennsylvania
$348K +$16K +56 +5%
LFA
1061
Legacy Financial Advisors
Kentucky
$347K -$285 -1 -0.1%
CS
1062
Capital Square
Tennessee
$346K +$31.4K +110 +11%
CA
1063
Claro Advisors
Massachusetts
$345K +$51K +179 +17%
CCB
1064
Cutter & Co Brokerage
Missouri
$342K – – –
BCG
1065
Breakwater Capital Group
New Jersey
$342K +$22.5K +79 +8%
FFN
1066
Focus Financial Network
Minnesota
$340K +$285 +1 +0.1%
EFSCE
1067
Enterprise Financial Services Corp (EFSC)
Missouri
$338K +$5.99K +21 +2%
CFGS
1068
Concourse Financial Group Securities
Alabama
$338K +$25.4K +89 +8%
HSA
1069
HBK Sorce Advisory
Pennsylvania
$337K -$12.8K -45 -4%
Jones Financial Companies
1070
Jones Financial Companies
Missouri
$336K -$15.7K -55 -4%
GC
1071
Grimes & Company
Massachusetts
$336K +$4.28K +15 +1%
FPAS
1072
Focus Partners Advisor Solutions
Missouri
$336K +$335K +1,173 New
OFS
1073
OneAscent Financial Services
Alabama
$335K +$334K +1,172 New
PWMG
1074
Provence Wealth Management Group
California
$335K +$87.6K +307 +36%
SWM
1075
SeaCrest Wealth Management
New York
$334K +$1.14K +4 +0.3%