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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
701
First American Trust
California
$266K – – –
HTC
702
Haverford Trust Company
Pennsylvania
$266K +$60.7K +620 +28%
LC
703
Lunia Capital
Texas
$265K -$21.1K -216 -7%
LWAM
704
Legacy Wealth Asset Management
Minnesota
$264K -$1.56K -16 -0.6%
TPM
705
Triasima Portfolio Management
Quebec, Canada
$263K – – –
EFSCE
706
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$263K +2,684 +3,195%
NFG
707
Next Financial Group
Texas
$262K +$5.87K +60 +2%
WA
708
WBH Advisory
Maryland
$258K – – –
NHC
709
Nicholas Hoffman & Company
Georgia
$258K +$12.1K +124 +5%
DADC
710
D.A. Davidson & Co
Montana
$255K – – –
PFS
711
Prospera Financial Services
Texas
$254K -$6.65K -68 -3%
WDA
712
Wendell David Associates
New Hampshire
$249K -$95.9K -980 -27%
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$249K -$1.56K -16 -0.6%
RJT
714
Raymond James Trust
Florida
$246K -$9.78K -100 -4%
CRC
715
Curi RMB Capital
Illinois
$245K – – –
SB
716
Simmons Bank
Arkansas
$244K +$250K +2,560 New
BRWA
717
B. Riley Wealth Advisors
Florida
$243K -$47K -480 -16%
CWM
718
Connecticut Wealth Management
Connecticut
$243K +$4.7K +48 +2%
GCP
719
GSA Capital Partners
United Kingdom
$240K -$810K -8,280 -77%
CIG
720
Cairn Investment Group
Washington
$239K +$15.7K +160 +7%
NIMI
721
Natixis Investment Managers International
France
$238K -$14.1K -144 -5%
MA
722
MJP Associates
Connecticut
$238K +$1.96K +20 +0.8%
PCA
723
Personal Capital Advisors
California
$238K +$15.3K +156 +7%
C
724
Certuity
Florida
$238K +$245K +2,504 New
NA
725
NewEdge Advisors
Louisiana
$234K -$58.7K -600 -20%