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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
501
Enterprise Financial Services Corp (EFSC)
Missouri
$561K -$2.04K -18 -0.3%
PWM
502
Perigon Wealth Management
California
$557K +$609K +5,372 New
MMA
503
Miracle Mile Advisors
California
$552K -$102K -904 -14%
BMCM
504
Burns Matteson Capital Management
New York
$552K +$604K +5,328 New
UB
505
UMB Bank
Missouri
$552K +$25.7K +227 +4%
PI
506
Pettee Investors
Connecticut
$550K
PPWP
507
Premier Path Wealth Partners
New Jersey
$549K +$601K +5,302 New
XF
508
XML Financial
Maryland
$549K -$28.3K -250 -5%
Allspring Global Investments
509
Allspring Global Investments
North Carolina
$546K +$20.1K +177 +3%
WSFS
510
Wilmington Savings Fund Society
Delaware
$544K -$205K -1,804 -26%
UCFA
511
United Capital Financial Advisors
Texas
$543K +$203K +1,791 +52%
KWM
512
KFG Wealth Management
Indiana
$543K +$56.3K +497 +10%
PA
513
Parallel Advisors
California
$532K +$151K +1,334 +35%
HWM
514
HB Wealth Management
Georgia
$530K +$21.4K +189 +4%
GT
515
Glenview Trust
Kentucky
$529K -$131K -1,153 -18%
JF
516
Jump Financial
Illinois
$529K +$579K +5,104 New
CIC
517
Carnegie Investment Counsel
Ohio
$523K -$113K -1,000 -17%
CSC
518
Caldwell Sutter Capital
California
$523K +$73.8K +651 +15%
AAIS
519
ABN AMRO Investment Solutions
$516K -$120K -1,056 -17%
PA
520
Probity Advisors
Texas
$514K +$148K +1,303 +36%
CCM
521
Coldstream Capital Management
Washington
$514K +$236K +2,078 +72%
MSE
522
MUFG Securities EMEA
United Kingdom
$514K -$7.14K -63 -1%
RYIA
523
Roehl & Yi Investment Advisors
Oregon
$510K +$19.2K +169 +4%
IFG
524
Independent Financial Group
California
$508K +$132K +1,164 +31%
SEP
525
Southland Equity Partners
Missouri
$507K -$6.46K -57 -1%