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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2351
Carmichael Hill & Associates
Maryland
$353K +$10.8K +100 +3%
LFG
2352
Lockerman Financial Group
California
$352K +$12.5K +116 +3%
SWM
2353
Stockman Wealth Management
Montana
$352K -$14.5K -135 -4%
OCM
2354
Osterweis Capital Management
California
$351K
EFSCE
2355
Enterprise Financial Services Corp (EFSC)
Missouri
$351K -$37.4K -347 -9%
BMO
2356
Beck Mack & Oliver
New York
$351K
MIM
2357
MTM Investment Management
South Carolina
$350K -$58.8K -546 -13%
MIM
2358
Miller Investment Management
Pennsylvania
$350K
WAG
2359
Wiser Advisor Group
Arizona
$348K -$22.5K -209 -6%
EB
2360
Exchange Bank
California
$348K -$24.3K -226 -6%
SPWG
2361
Sage Private Wealth Group
Illinois
$348K -$11.5K -107 -3%
GWI
2362
Grace & White Inc
New York
$348K
Vanguard Capital Wealth Advisors
2363
Vanguard Capital Wealth Advisors
Colorado
$347K -$58.1K -540 -13%
OHWA
2364
Oak Hill Wealth Advisors
Virginia
$346K +$375K +3,488 New
FNBOMD
2365
First National Bank of Mount Dora
Florida
$345K -$135K -1,250 -26%
CFA
2366
Capstone Financial Advisors
Illinois
$345K +$861 +8 +0.2%
SWS
2367
SYSTM Wealth Solutions
Illinois
$344K -$14.2K -132 -4%
BST
2368
Bath Savings Trust
Maine
$344K -$166K -1,545 -31%
OPWM
2369
Oxinas Partners Wealth Management
Indiana
$344K -$75.4K -700 -17%
IF
2370
Ironwood Financial
Arizona
$343K -$110K -1,025 -23%
SWM
2371
Seed Wealth Management
Illinois
$343K +$32.3K +300 +10%
BC
2372
Barrett & Company
Rhode Island
$341K
CCM
2373
Conway Capital Management
California
$340K
SFC
2374
SYM Financial Corp
Indiana
$339K +$79.9K +742 +28%
TFM
2375
TFC Financial Management
Massachusetts
$339K +$212K +1,970 +137%