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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
651
V Wealth Advisors
Kansas
$395K +$15.9K +422 +5%
SFA
652
Sequoia Financial Advisors
Ohio
$394K +$360K +9,553 New
FMTCOCP
653
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$393K
EFSCE
654
Enterprise Financial Services Corp (EFSC)
Missouri
$393K +$2.26K +60 +0.6%
ERIC
655
Eagle Rock Investment Company
Georgia
$393K +$359K +9,534 New
FNBT
656
FineMark National Bank & Trust
Florida
$389K -$84.8K -2,251 -19%
TCWM
657
Total Clarity Wealth Management
Illinois
$389K +$184K +4,887 +107%
CPA
658
Court Place Advisors
Maryland
$388K -$26.4K -701 -7%
EN1L
659
Engine No 1 LLC
California
$387K +$75.6K +2,008 +27%
SMC
660
Smith, Moore & Co
Missouri
$385K -$88.8K -2,357 -20%
FMLI
661
Fukoku Mutual Life Insurance
Japan
$381K +$12.1K +322 +4%
CBN
662
Cadence Bank NA
Texas
$380K -$678 -18 -0.2%
LNB
663
Ledyard National Bank
$377K -$2.64K -70 -0.8%
NB
664
NBT Bank
New York
$374K
IF
665
Insight Folios
North Carolina
$373K +$2.45K +65 +0.7%
CII
666
Capital International Inc
California
$362K -$16.5K -438 -5%
EIG
667
Ellenbecker Investment Group
Wisconsin
$362K +$113 +3 +0%
LA
668
Latitude Advisors
Florida
$359K +$678 +18 +0.2%
FFM
669
Forum Financial Management
Illinois
$357K +$326K +8,663 New
SCA
670
Stonebridge Capital Advisors
Minnesota
$356K
PFBT
671
Parkside Financial Bank & Trust
Missouri
$355K +$277K +7,354 +588%
PCA
672
Pallas Capital Advisors
Massachusetts
$355K +$330K +8,765 New
GCM
673
Graham Capital Management
Connecticut
$353K +$323K +8,579 New
BAM
674
Belpointe Asset Management
Nevada
$351K -$14.5K -385 -4%
CWM
675
Connecticut Wealth Management
Connecticut
$348K -$70.5K -1,873 -18%