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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2226
Commonwealth Financial Services
West Virginia
$337K +$61.2K +579 +20%
WW
2227
Waterfront Wealth
Kansas
$336K -$528 -5 -0.1%
BFG
2228
Beacon Financial Group
Texas
$336K -$24.2K -229 -6%
LWM
2229
Lodestone Wealth Management
Washington
$336K -$3.28K -31 -0.9%
AIS
2230
Advocate Investing Services
Maryland
$335K +$353K +3,340 +2,386%
TNA
2231
True North Advisors
Texas
$335K -$49.7K -470 -12%
SIM
2232
Synergy Investment Management
Florida
$334K +$9.09K +86 +3%
JRPCML
2233
J. R. Prunier Capital Management LLC
Massachusetts
$334K -$5.6K -53 -2%
DF
2234
Dunhill Financial
United Kingdom
$334K +$16.2K +153 +5%
SAM
2235
Sagewood Asset Management
New York
$334K +$67.5K +639 +23%
RWM
2236
Revisor Wealth Management
Ohio
$333K -$7.29K -69 -2%
SP
2237
Stablepoint Partners
Massachusetts
$332K -$360K -3,408 -50%
FCG
2238
Financial Connections Group
California
$332K – – –
TAP
2239
TSG Advice Partners
Ohio
$332K +$50.3K +476 +16%
IWA
2240
Inspirion Wealth Advisors
Illinois
$330K -$105K -998 -23%
CWM
2241
Chesapeake Wealth Management
Virginia
$330K +$12.4K +117 +4%
CFO
2242
Cambient Family Office
Michigan
$329K -$46K -435 -11%
LW
2243
Linscomb Wealth
Texas
$329K +$361K +3,412 New
TTWM
2244
TCV Trust & Wealth Management
Virginia
$329K -$149K -1,414 -29%
PB
2245
Prosperity Bancshares
Texas
$328K -$12K -114 -3%
DA
2246
Dillon & Associates
Michigan
$328K -$161K -1,520 -31%
RPCONE
2247
Retirement Planning Company of New England
Rhode Island
$328K +$106 +1 +0%
EFSCE
2248
Enterprise Financial Services Corp (EFSC)
Missouri
$327K +$9.09K +86 +3%
VCM
2249
Viewpoint Capital Management
Washington
$327K -$71.1K -673 -17%
BB
2250
Burford Brothers
Texas
$326K +$951 +9 +0.3%
88 89
90
91 92