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Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
1076
S.R. Schill & Associates
Washington
$275K – – –
PIMG
1077
Patriot Investment Management Group
Tennessee
$275K -$126K -2,575 -36%
EFSCE
1078
Enterprise Financial Services Corp (EFSC)
Missouri
$275K +$7.77K +159 +3%
TA
1079
TrueWealth Advisors
Alabama
$274K +$266K +5,441 New
Benjamin Edwards Inc
1080
Benjamin Edwards Inc
Missouri
$274K +$13.1K +269 +5%
SW
1081
SlateStone Wealth
Florida
$272K +$263K +5,390 New
CPC
1082
Congress Park Capital
New York
$271K +$22K +450 +9%
VCP
1083
Verus Capital Partners
Arizona
$268K -$30.2K -619 -10%
Douglas Lane & Associates
1084
Douglas Lane & Associates
New York
$267K – – –
9WM
1085
9258 Wealth Management
Ohio
$267K +$293 +6 +0.1%
UBV
1086
United Bank (Virginia)
Virginia
$267K – – –
ACM
1087
Alethea Capital Management
Washington
$267K -$327K -6,686 -56%
BWP
1088
Baldwin Wealth Partners
Massachusetts
$266K +$251K +5,137 +3,471%
SVWAG
1089
Sound View Wealth Advisors Group
Georgia
$266K +$237K +4,852 New
Bahl & Gaynor
1090
Bahl & Gaynor
Ohio
$266K +$20.4K +418 +9%
PPWM
1091
Paragon Private Wealth Management
Kentucky
$264K +$42.6K +871 +20%
OFS
1092
OneAscent Financial Services
Alabama
$264K -$35.6K -728 -12%
JMFC
1093
J.M. Forbes & Co
Massachusetts
$264K +$4.45K +91 +2%
Busey Bank
1094
Busey Bank
Illinois
$264K -$72.6K -1,487 -22%
Wedmont Private Capital
1095
Wedmont Private Capital
Pennsylvania
$264K +$234K +4,795 New
DWT
1096
Dorsey & Whitney Trust
South Dakota
$263K +$27.6K +565 +12%
MSS
1097
Mitchell Sinkler & Starr
Pennsylvania
$263K +$255K +5,218 New
SWM
1098
Silverlake Wealth Management
Vermont
$262K +$489 +10 +0.2%
SGI
1099
Summit Global Investments
Utah
$262K -$12.8K -263 -5%
RFG
1100
RFP Financial Group
Georgia
$262K +$254K +5,197 New