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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2426
Schneider Downs Wealth Management Advisors
Pennsylvania
$695K +$239K +1,295 +52%
TFO
2427
Tarbox Family Office
California
$689K +$184 +1 +0%
KLI
2428
Kelman-Lazarov Inc
Tennessee
$688K – – –
FBT
2429
First Bank & Trust
South Dakota
$687K +$3.87K +21 +0.6%
MW
2430
MBL Wealth
North Carolina
$687K +$321K +1,743 +88%
NJBEST
2431
New Jersey Better Educational Savings Trust
New Jersey
$684K – – –
LGA
2432
Lebenthal Global Advisors
New York
$683K +$325K +1,760 +90%
KLCM
2433
KG&L Capital Management
Louisiana
$679K -$4.79K -26 -0.7%
WA
2434
Waverly Advisors
Alabama
$675K +$46.7K +253 +7%
RZH
2435
Relyea Zuckerberg Hanson
Connecticut
$675K +$80.8K +438 +14%
MPIA
2436
Mountain Pacific Investment Advisers
Idaho
$674K -$9.22K -50 -1%
CWM
2437
Centric Wealth Management
Illinois
$674K +$9.77K +53 +1%
OCM
2438
Osterweis Capital Management
California
$673K – – –
OL
2439
Optas LLC
Texas
$671K +$2.21K +12 +0.3%
EFSCE
2440
Enterprise Financial Services Corp (EFSC)
Missouri
$669K -$7.01K -38 -1%
WWM
2441
Wolff Wiese Magana
California
$667K +$69.9K +379 +12%
MCA
2442
Magnolia Capital Advisors
Mississippi
$665K +$107K +582 +19%
TWM
2443
Tradition Wealth Management
Minnesota
$664K +$18.1K +98 +3%
AFAS
2444
Acorn Financial Advisory Services
Virginia
$663K +$7.38K +40 +1%
PSC
2445
Prentiss Smith & Co
Vermont
$662K -$5.53K -30 -0.8%
COCM
2446
Charter Oak Capital Management
New Hampshire
$662K +$9.22K +50 +1%
BMCM
2447
Bryn Mawr Capital Management
Pennsylvania
$661K +$55.3K +300 +9%
BFG
2448
Barber Financial Group
Kansas
$661K +$81.9K +444 +14%
PAM
2449
Peninsula Asset Management
Florida
$660K -$130K -705 -16%
RP
2450
Riverbridge Partners
Minnesota
$659K +$2.58K +14 +0.4%
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