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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Segment Wealth Management
Texas
$351K -$126K -2,965 -29%
HCA
627
Harbour Capital Advisors
Virginia
$348K -$125K -2,941 -29%
EH
628
Equitable Holdings
New York
$348K -$117K -2,758 -27%
AFP
629
Ausdal Financial Partners
Iowa
$347K -$133K -3,144 -30%
CT
630
Coastline Trust
Rhode Island
$347K -$124K -2,930 -29%
CAM
631
Costello Asset Management
Pennsylvania
$345K -$201K -4,744 -40%
SF
632
Synovus Financial
Georgia
$345K -$169K -3,985 -35%
FC
633
Financial Consulate
Maryland
$343K -$122K -2,887 -29%
ANTB
634
AMG National Trust Bank
Colorado
$342K -$122K -2,884 -29%
CA
635
Cullinan Associates
Kentucky
$342K +$304K +7,187 New
DMBA
636
Deseret Mutual Benefit Administrators
Utah
$336K -$209K -4,930 -41%
SP
637
Successful Portfolios
Florida
$336K -$120K -2,837 -29%
EIG
638
Ellenbecker Investment Group
Wisconsin
$336K -$73.2K -1,728 -20%
AMC
639
Asset Management Corp
Illinois
$335K -$120K -2,831 -29%
UF
640
Univest Financial
Pennsylvania
$335K -$116K -2,748 -28%
WS
641
Wedbush Securities
California
$334K -$309K -7,302 -51%
D
642
Diversified
Delaware
$332K -$119K -2,802 -29%
VCA
643
Verdence Capital Advisors
Maryland
$332K -$24.8K -585 -8%
BMCM
644
Bryn Mawr Capital Management
Pennsylvania
$332K +$295K +6,967 New
AWM
645
Apollon Wealth Management
South Carolina
$331K +$31.9K +753 +12%
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$327K -$114K -2,690 -28%
FNBT
647
FineMark National Bank & Trust
Florida
$327K -$109K -2,575 -27%
VWA
648
V Wealth Advisors
Kansas
$326K -$116K -2,750 -29%
ERIC
649
Eagle Rock Investment Company
Georgia
$324K -$116K -2,734 -29%
PIM
650
Perpetual Investment Management
Australia
$323K -$14.8M -349,459 -98%