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Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1751
Roman Butler Fullerton & Co
Missouri
$941K +$1.74K +33 +0.2%
AP
1752
Adero Partners
California
$940K +$635K +12,081 +214%
BFA
1753
Beacon Financial Advisory
Ohio
$939K -$36.6K -695 -4%
SLT
1754
St Louis Trust
Missouri
$938K – – –
FWM
1755
Focused Wealth Management
New York
$936K +$2.16K +41 +0.2%
SBF
1756
Sara-Bay Financial
Florida
$936K +$17.6K +335 +2%
CAN
1757
Claraphi Advisory Network
United States
$934K +$999 +19 +0.1%
SIG
1758
Sky Investment Group
Connecticut
$933K -$17.6K -335 -2%
SWM
1759
Salvus Wealth Management
New Jersey
$931K -$51.2K -973 -5%
HCMG
1760
Howard Capital Management Group
California
$924K +$125K +2,379 +16%
SFO
1761
Standard Family Office
South Dakota
$920K +$59.4K +1,130 +7%
RWP
1762
Ridgecrest Wealth Partners
California
$917K -$47.4K -902 -5%
KJWM
1763
Kiley Juergens Wealth Management
Washington
$917K +$69K +1,312 +8%
KFS
1764
Kurt F. Somerville
$915K -$57.9K -1,100 -6%
CTA
1765
Chesley Taft & Associates
Illinois
$915K -$32.9K -625 -3%
I2I
1766
Insight 2811 Inc
Illinois
$912K -$53.3K -1,014 -6%
LCM
1767
Liberty Capital Management
Michigan
$908K – – –
WFA
1768
Wade Financial Advisory
California
$906K +$1.74K +33 +0.2%
PFBT
1769
Parkside Financial Bank & Trust
Missouri
$905K +$19.1K +364 +2%
TCPWM
1770
Traverso Chambers Private Wealth Management
California
$904K +$31.4K +597 +4%
EFSCE
1771
Enterprise Financial Services Corp (EFSC)
Missouri
$901K +$153K +2,915 +21%
KIC
1772
Kensington Investment Counsel
California
$899K -$1.58K -30 -0.2%
CS
1773
Cannell & Spears
New York
$896K +$132K +2,500 +17%
RG
1774
Rathbones Group
United Kingdom
$894K -$87.6K -1,665 -9%
SCM
1775
Spreng Capital Management
Ohio
$894K -$7.05K -134 -0.8%
69 70
71
72 73