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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1101
Perigon Wealth Management
California
$274K -$68.8K -1,075 -17%
ACM
1102
Alethea Capital Management
Washington
$274K
SFWA
1103
Summit Financial Wealth Advisors
Louisiana
$273K -$18.1K -283 -5%
NDSI
1104
Newman Dignan & Sheerar Inc
Rhode Island
$273K +$8.45K +132 +3%
SCFS
1105
S.C. Financial Services
Arizona
$273K +$71.9K +1,123 +27%
EFSCE
1106
Enterprise Financial Services Corp (EFSC)
Missouri
$272K +$91.3K +1,426 +37%
NWM
1107
Northcape Wealth Management
New York
$271K -$66.5K -1,039 -16%
ARMC
1108
American Research & Management Company
Massachusetts
$271K -$16K -250 -5%
AWM
1109
Affinity Wealth Management
Delaware
$268K -$6.85K -107 -2%
GJIC
1110
Gamble Jones Investment Counsel
California
$268K -$4.87K -76 -1%
EIA
1111
Edgemoor Investment Advisors
Maryland
$268K +$1.54K +24 +0.5%
TCA
1112
Transcend Capital Advisors
New Jersey
$268K +$24.1K +377 +8%
CFN
1113
Cordasco Financial Network
Florida
$268K +$51.2K +800 +18%
CNBTD
1114
Citizens National Bank Trust Department
Mississippi
$268K +$96.8K +1,512 +41%
EWA
1115
Exencial Wealth Advisors
Oklahoma
$266K +$10.8K +169 +3%
BG
1116
Bahl & Gaynor
Ohio
$266K +$43K +672 +15%
SIM
1117
Sentry Investment Management
Wisconsin
$265K -$64K -1,000 -16%
TSWM
1118
Triangle Securities Wealth Management
North Carolina
$265K +$6.28K +98 +2%
IFG
1119
Independent Financial Group
California
$265K +$43.6K +681 +15%
FCCM
1120
First City Capital Management
Georgia
$264K
CST
1121
Charles Schwab Trust
Nevada
$263K +$1.86K +29 +0.6%
PFBT
1122
Parkside Financial Bank & Trust
Missouri
$263K +$26.1K +407 +9%
RE
1123
RBC Europe
United Kingdom
$262K
AIM
1124
Anchor Investment Management
South Carolina
$260K +$128 +2 +0%
QPW
1125
Quantum Private Wealth
Florida
$259K