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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2326
Finer Wealth Management
Massachusetts
$349K -$20.8K -194 -5%
HCM
2327
Hall Capital Management
Rhode Island
$349K -$15K -140 -4%
EB
2328
Exchange Bank
California
$349K -$4.84K -45 -1%
MIM
2329
Miller Investment Management
Pennsylvania
$348K – – –
EFSCE
2330
Enterprise Financial Services Corp (EFSC)
Missouri
$347K -$1.83K -17 -0.5%
SDH
2331
Sloy Dahl & Holst
Washington
$347K -$43.3K -403 -10%
AWM
2332
Accurate Wealth Management
Florida
$346K -$18.4K -171 -4%
GWI
2333
Grace & White Inc
New York
$345K – – –
RA
2334
Rockingstone Advisors
Massachusetts
$345K – – –
LSIA
2335
LaSalle St. Investment Advisors
Illinois
$345K -$13.2K -123 -3%
WW
2336
Waterfront Wealth
Kansas
$344K -$11.3K -105 -3%
RFA
2337
Register Financial Advisors
Georgia
$344K -$60.6K -564 -14%
JSL
2338
JT Stratford LLC
Georgia
$344K +$374K +3,484 New
FPL
2339
Fortress Private Ledger
North Carolina
$344K +$54.1K +503 +17%
FFG
2340
Fiduciary Financial Group
California
$344K +$135K +1,255 +45%
WC
2341
Waterloo Capital
Texas
$342K +$35.6K +331 +11%
TNBTD
2342
Trustmark National Bank Trust Department
Mississippi
$342K +$113K +1,051 +43%
MWM
2343
Mindset Wealth Management
Indiana
$342K +$12.1K +113 +3%
OFS
2344
OMC Financial Services
New York
$342K -$81K -754 -18%
MAM
2345
Mystic Asset Management
Rhode Island
$342K – – –
LSA
2346
Lion Street Advisors
Texas
$342K -$3.98K -37 -1%
SFS
2347
Security Financial Services
Indiana
$342K -$107 -1 -0%
MPCG
2348
Matrix Private Capital Group
New York
$341K -$3.22K -30 -0.9%
CWM
2349
Chesapeake Wealth Management
Virginia
$341K -$30.6K -285 -8%
PFA
2350
Pathway Financial Advisors
Vermont
$340K -$2.47K -23 -0.7%