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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1051
Balentine LLC
Georgia
$294K -$619K -11,649 -68%
TA
1052
TrueWealth Advisors
Alabama
$293K +$16.5K +310 +6%
SRC
1053
Shufro Rose & Co
New York
$293K -$31.9K -600 -10%
EFSCE
1054
Enterprise Financial Services Corp (EFSC)
Missouri
$291K -$2.18K -41 -0.7%
SRSA
1055
S.R. Schill & Associates
Washington
$291K
CG
1056
Caprock Group
Idaho
$291K +$3.4K +64 +1%
CWM
1057
Chesapeake Wealth Management
Virginia
$290K -$40.3K -759 -12%
JMFC
1058
J.M. Forbes & Co
Massachusetts
$289K +$4.46K +84 +2%
AA
1059
Argent Advisors
Louisiana
$289K +$21.3K +400 +8%
BHC
1060
Bowen Hanes & Co
Florida
$288K
TFM
1061
TFC Financial Management
Massachusetts
$288K -$45.4K -855 -14%
IP
1062
Ignite Planners
California
$287K -$26.2K -492 -8%
BG
1063
Bahl & Gaynor
Ohio
$286K +$9.36K +176 +3%
MHIC
1064
Marble Harbor Investment Counsel
Massachusetts
$286K -$16.7K -314 -6%
IAM
1065
Innovis Asset Management
Illinois
$285K -$1.49K -28 -0.5%
DWT
1066
Dorsey & Whitney Trust
South Dakota
$285K +$5.37K +101 +2%
OWA
1067
Opal Wealth Advisors
New York
$285K -$14.2K -268 -5%
DWM
1068
Dakota Wealth Management
Florida
$284K +$283K +5,331 New
AFP
1069
Ausdal Financial Partners
Iowa
$284K -$1.75K -33 -0.6%
SW
1070
Solidarity Wealth
Utah
$284K -$4.41K -83 -2%
AAG
1071
Armstrong Advisory Group
Massachusetts
$283K -$2.87K -54 -1%
DLA
1072
Douglas Lane & Associates
New York
$283K
9WM
1073
9258 Wealth Management
Ohio
$282K -$9.2K -173 -3%
BWP
1074
Baldwin Wealth Partners
Massachusetts
$281K
TA
1075
TKG Advisors
Indiana
$277K +$58.5K +1,100 +27%