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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
926
Barrett Asset Management
New York
$255K -$180K -3,496 -43%
MWM
927
Mattern Wealth Management
Kansas
$255K -$55K -1,065 -19%
APP
928
Alpha Paradigm Partners
Illinois
$255K +$238K +4,602 New
TAM
929
Townsend Asset Management
North Carolina
$254K -$16.7K -324 -7%
GDP
930
Great Diamond Partners
Maine
$253K -$38.8K -752 -14%
CCFCSB
931
Cape Cod Five Cents Savings Bank
Massachusetts
$252K -$20.7K -400 -8%
ZF
932
Zhang Financial
Michigan
$252K +$234K +4,536 New
CFN
933
Cordasco Financial Network
Florida
$251K +$5.42K +105 +2%
CA
934
Claro Advisors
Massachusetts
$250K -$4.23K -82 -2%
IWP
935
Innova Wealth Partners
Pennsylvania
$249K +$232K +4,495 New
CHA
936
Carmichael Hill & Associates
Maryland
$248K -$17.7K -343 -7%
Coldstream Capital Management
937
Coldstream Capital Management
Washington
$248K +$231K +4,468 New
MFG
938
MidWestOne Financial Group
Iowa
$246K -$21.2K -411 -8%
EFSCE
939
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$929 +18 +0.4%
Integrated Wealth Concepts
940
Integrated Wealth Concepts
Massachusetts
$246K +$1.86K +36 +0.8%
JCM
941
Janney Capital Management
Pennsylvania
$244K – – –
IFG Advisory
942
IFG Advisory
Georgia
$242K +$226K +4,370 New
SRC
943
Shufro Rose & Co
New York
$240K -$14K -272 -6%
WA
944
Wealth Alliance
New York
$240K +$223K +4,321 New
Aristotle Capital Management
945
Aristotle Capital Management
California
$239K – – –
ACM
946
Allred Capital Management
Texas
$239K +$1.24K +24 +0.6%
GLA
947
Good Life Advisors
Pennsylvania
$239K +$220K +4,257 New
BONST
948
Bank of Nova Scotia Trust
Ontario, Canada
$239K +$222K +4,306 New
NME
949
Notis-McConarty Edward
$238K -$14.8K -287 -6%
LIA
950
LBMC Investment Advisors
Tennessee
$237K -$52 -1 -0%