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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1476
WBH Advisory
Maryland
$1.25M +$32.5K +308 +3%
PP
1477
Patron Partners
Texas
$1.25M +$175K +1,659 +16%
CA
1478
Capital Advantage
California
$1.25M -$89.6K -849 -7%
SFG
1479
Summit Financial Group
West Virginia
$1.25M +$219K +2,070 +21%
CMO
1480
Covenant Multifamily Offices
Texas
$1.25M -$1.23M -11,643 -49%
FWP
1481
FAS Wealth Partners
Kansas
$1.25M +$199K +1,885 +19%
BIC
1482
Beach Investment Counsel
Pennsylvania
$1.25M – – –
CC
1483
Corsicana & Co
Texas
$1.24M +$1.25M +11,875 New
JWM
1484
Jeppson Wealth Management
California
$1.24M +$6.33K +60 +0.5%
FFS
1485
Founders Financial Securities
Maryland
$1.24M +$114K +1,078 +10%
TA
1486
Tiedemann Advisors
New York
$1.24M -$44.7K -423 -3%
SIAP
1487
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.23M -$5.28K -50 -0.4%
CIA
1488
Cascade Investment Advisors
Oregon
$1.23M +$72.3K +685 +6%
CG
1489
Castellan Group
Kentucky
$1.23M – – –
NB
1490
Northwest Bancshares
Pennsylvania
$1.23M +$26.3K +249 +2%
MMHP
1491
Murphy Middleton Hinkle & Parker
Georgia
$1.23M +$4.75K +45 +0.4%
DBIA
1492
Dumont & Blake Investment Advisors
New Jersey
$1.22M +$4.75K +45 +0.4%
EFSCE
1493
Enterprise Financial Services Corp (EFSC)
Missouri
$1.22M -$65.1K -617 -5%
GPA
1494
Garrison Point Advisors
California
$1.22M -$15.1K -143 -1%
BCM
1495
Bluefin Capital Management
New York
$1.22M +$9.92K +94 +0.8%
MWM
1496
Madison Wealth Management
Ohio
$1.22M +$91.5K +867 +8%
EOCM
1497
Energy Opportunities Capital Management
Texas
$1.22M -$63.3K -600 -5%
SAM
1498
Smithbridge Asset Management
Pennsylvania
$1.21M – – –
GLA
1499
Good Life Advisors
Pennsylvania
$1.21M +$211K +2,002 +21%
BC
1500
Blackhill Capital
New Jersey
$1.21M – – –