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Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1701
Enterprise Financial Services Corp (EFSC)
Missouri
$311K – – –
STA
1702
Summit Trail Advisors
New York
$310K +$3.52K +43 +1%
ONST
1703
Old North State Trust
North Carolina
$309K +$22.9K +280 +8%
BFA
1704
Benedict Financial Advisors
Georgia
$309K +$69.2K +845 +30%
BFPW
1705
BOK Financial Private Wealth
Colorado
$308K +$303K +3,696 New
RMDI
1706
R.M. Davis Inc
Maine
$306K – – –
PIA
1707
Perennial Investment Advisors
California
$306K +$300K +3,668 New
DTC
1708
Davidson Trust Company
Washington
$305K -$67.2K -821 -18%
WAS
1709
Wealth Advisory Solutions
Indiana
$304K +$299K +3,648 New
CSWG
1710
Cardinal Strategic Wealth Guidance
Kentucky
$303K – – –
SF
1711
Summit Financial
New Jersey
$303K +$297K +3,630 New
CWS
1712
Cypress Wealth Services
California
$302K -$1.47K -18 -0.5%
HWA
1713
HCR Wealth Advisors
California
$302K – – –
KMWM
1714
Keudell/Morrison Wealth Management
Oregon
$301K -$9.25K -113 -3%
TCM
1715
Tradewinds Capital Management
Washington
$301K – – –
EI
1716
Ellevest Inc
New York
$299K +$37.3K +455 +15%
GA
1717
Geller Advisors
New York
$298K +$82 +1 +0%
BOS
1718
Bingham Osborn & Scarborough
California
$298K +$292K +3,570 New
MTC
1719
McDaniel Terry & Co
Texas
$297K – – –
SW
1720
SkyOak Wealth
Michigan
$297K – – –
HCM
1721
Hengehold Capital Management
Ohio
$297K +$291K +3,557 New
CF
1722
Corrigan Financial
Rhode Island
$296K +$8.6K +105 +3%
PMFA
1723
Plante Moran Financial Advisors
Michigan
$295K -$164K -1,999 -36%
EWM
1724
Evermay Wealth Management
Virginia
$295K +$2.46K +30 +0.9%
BSB
1725
Bangor Savings Bank
Maine
$294K -$2.05K -25 -0.7%
67 68
69
70 71