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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
676
FineMark National Bank & Trust
Florida
$259K +$3.05K +69 +1%
HWM
677
HB Wealth Management
Georgia
$259K +$29.5K +667 +11%
VCA
678
Verdence Capital Advisors
Maryland
$258K +$5.57K +126 +2%
D
679
Diversified
Delaware
$257K
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$255K -$5.04K -114 -2%
ERIC
681
Eagle Rock Investment Company
Georgia
$255K
WFA
682
Wipfli Financial Advisors
Wisconsin
$253K +$299K +6,766 New
IFG
683
Independent Financial Group
California
$251K +$296K +6,694 New
SIM
684
Sentry Investment Management
Wisconsin
$250K
SCA
685
Snowden Capital Advisors
New York
$250K +$11.8K +268 +4%
CB
686
Cadence Bank
Mississippi
$249K +$294K +6,650 New
AMC
687
Asset Management Corp
Illinois
$244K
WWM
688
Western Wealth Management
Colorado
$244K +$4.95K +112 +2%
NB
689
NBT Bank
New York
$241K -$18.2K -411 -6%
SS
690
Simplicity Solutions
Minnesota
$241K +$12.5K +282 +5%
CPA
691
Court Place Advisors
Maryland
$239K -$6.63K -150 -2%
LNB
692
Ledyard National Bank
$234K -$7.07K -160 -2%
WMS
693
Wealth Management Solutions
Pennsylvania
$234K +$929 +21 +0.3%
CSIC
694
Clifford Swan Investment Counsel
California
$232K
Arrowstreet Capital
695
Arrowstreet Capital
Massachusetts
$230K +$272K +6,147 New
MFP
696
Meridian Financial Partners
Virginia
$229K -$57.6K -1,302 -17%
BWFA
697
Baltimore-Washington Financial Advisors
Maryland
$229K
TCMP
698
Thrive Capital Management (Pennsylvania)
Pennsylvania
$229K +$1.95K +44 +0.7%
FHA
699
First Horizon Advisors
Tennessee
$228K -$215K -4,872 -44%
CWM
700
Connecticut Wealth Management
Connecticut
$227K +$1.9K +43 +0.7%