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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2326
Miller Investment Management
Pennsylvania
$348K
EFSCE
2327
Enterprise Financial Services Corp (EFSC)
Missouri
$347K -$1.83K -17 -0.5%
SDH
2328
Sloy Dahl & Holst
Washington
$347K -$43.3K -403 -10%
AWM
2329
Accurate Wealth Management
Florida
$346K -$18.4K -171 -4%
GWI
2330
Grace & White Inc
New York
$345K
RA
2331
Rockingstone Advisors
Massachusetts
$345K
LSIA
2332
LaSalle St. Investment Advisors
Illinois
$345K -$13.2K -123 -3%
WW
2333
Waterfront Wealth
Kansas
$344K -$11.3K -105 -3%
RFA
2334
Register Financial Advisors
Georgia
$344K -$60.6K -564 -14%
JSL
2335
JT Stratford LLC
Georgia
$344K +$374K +3,484 New
FPL
2336
Fortress Private Ledger
North Carolina
$344K +$54.1K +503 +17%
FFG
2337
Fiduciary Financial Group
California
$344K +$135K +1,255 +45%
WC
2338
Waterloo Capital
Texas
$342K +$35.6K +331 +11%
TNBTD
2339
Trustmark National Bank Trust Department
Mississippi
$342K +$113K +1,051 +43%
MWM
2340
Mindset Wealth Management
Indiana
$342K +$12.1K +113 +3%
OFS
2341
OMC Financial Services
New York
$342K -$81K -754 -18%
MAM
2342
Mystic Asset Management
Rhode Island
$342K
LSA
2343
Lion Street Advisors
Texas
$342K -$3.98K -37 -1%
SFS
2344
Security Financial Services
Indiana
$342K -$107 -1 -0%
MPCG
2345
Matrix Private Capital Group
New York
$341K -$3.22K -30 -0.9%
CWM
2346
Chesapeake Wealth Management
Virginia
$341K -$30.6K -285 -8%
PFA
2347
Pathway Financial Advisors
Vermont
$340K -$2.47K -23 -0.7%
WC
2348
Weil Company
California
$340K -$244K -2,271 -40%
SWTS
2349
Stonehaven Wealth & Tax Solutions
Wisconsin
$339K -$12.7K -118 -3%
ST
2350
Somerset Trust
Pennsylvania
$339K +$74.8K +696 +25%