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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1501
Burt Wealth Advisors
Maryland
$185K +$6.58K +186 +4%
AP
1502
Atwood & Palmer
Missouri
$175K -$4.25K -120 -2%
EFSCE
1503
Enterprise Financial Services Corp (EFSC)
Missouri
$175K +$22.5K +637 +15%
TC
1504
Truvestments Capital
Florida
$175K +$175K +4,951 New
RWA
1505
River Wealth Advisors
Pennsylvania
$173K -$35K -990 -17%
C
1506
Cerebellum
California
$173K -$13.5K -382 -7%
BWM
1507
Baystate Wealth Management
Massachusetts
$170K +$15K +425 +9%
PFGIA
1508
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$102K +2,892 +154%
IDBONY
1509
Israel Discount Bank of New York
New York
$167K -$1.42K -40 -0.8%
FLI
1510
Family Legacy Inc
South Carolina
$162K
PK
1511
Pflug Koory
Nebraska
$159K
HCM
1512
Hilton Capital Management
New York
$157K -$10.2K -287 -6%
AF
1513
Arrow Financial
New York
$155K +$17.6K +496 +13%
SAS
1514
Stelac Advisory Services
New York
$154K +$154K +4,343 New
PFSC
1515
Peoples Financial Services Corp
Pennsylvania
$152K -$7.08K -200 -4%
OIA
1516
OneDigital Investment Advisors
Kansas
$152K -$6.62K -187 -4%
PO
1517
Private Ocean
California
$152K -$3.54K -100 -2%
MUS
1518
Mitsubishi UFJ Securities
Japan
$150K
TA
1519
Townsend & Associates
Colorado
$149K +$25.6K +724 +21%
SEIA
1520
Signature Estate & Investment Advisors
California
$149K +$149K +4,206 New
FWM
1521
Focused Wealth Management
New York
$146K
CAGAS
1522
Capital Advisory Group Advisory Services
Minnesota
$144K +$43.1K +1,218 +42%
LFA
1523
Legacy Financial Advisors
Kentucky
$143K +$2.76K +78 +2%
CA
1524
Centerpoint Advisors
Massachusetts
$141K -$4.14K -117 -3%
DWM
1525
Destination Wealth Management
California
$140K -$37.1K -1,047 -21%