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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1051
KB Financial Partners
New Jersey
$316K +$26.9K +119 +10%
ST
1052
Smithfield Trust
Pennsylvania
$315K
M
1053
MOTCO
Texas
$314K -$6.86M -30,362 -96%
OPS
1054
Orion Portfolio Solutions
Nebraska
$312K -$55.8K -247 -16%
EWM
1055
Evermay Wealth Management
Virginia
$312K -$5.65K -25 -2%
MFG
1056
Merit Financial Group
Georgia
$309K
SWP
1057
Strategic Wealth Partners
Ohio
$307K -$5.65K -25 -2%
RWP
1058
RWA Wealth Partners
Massachusetts
$305K
AL
1059
ADE LLC
Maryland
$304K
SNBOSD
1060
Security National Bank of So Dak
Iowa
$303K -$33.5K -148 -10%
LWP
1061
Lumature Wealth Partners
Georgia
$303K +$47.2K +209 +19%
KPCM
1062
Kings Point Capital Management
New York
$302K +$19.9K +88 +7%
CCM
1063
Carlson Capital Management
Minnesota
$301K +$26.9K +119 +10%
BAS
1064
Brown Advisory Securities
Maryland
$300K -$84.8K -375 -23%
EWA
1065
Exencial Wealth Advisors
Oklahoma
$299K +$11.5K +51 +4%
WMA
1066
West Michigan Advisors
Michigan
$299K +$288K +1,274 New
CWM
1067
Chesapeake Wealth Management
Virginia
$298K -$28.3K -125 -9%
CPIG
1068
Chicago Partners Investment Group
Illinois
$298K +$5.2K +23 +1%
PGIM
1069
Pacific Global Investment Management
California
$297K -$5.65K -25 -2%
DY
1070
Dowling & Yahnke
California
$297K +$4.29K +19 +2%
TSWM
1071
Tyler-Stone Wealth Management
Ohio
$295K +$285K +1,259 New
CM
1072
Capital Management
Virginia
$292K
CAG
1073
Crestwood Advisors Group
Massachusetts
$292K +$29.8K +132 +12%
CCT
1074
Country Club Trust
Missouri
$291K +$10.2K +45 +4%
CCA
1075
Conestoga Capital Advisors
Pennsylvania
$290K