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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
801
Enterprise Financial Services Corp (EFSC)
Missouri
$253K -$178 -4 -0.1%
WFI
802
West Family Investments
California
$251K +$258K +5,789 New
PWA
803
Phoenix Wealth Advisors
North Carolina
$248K +$2.27K +51 +0.9%
TCM
804
Telos Capital Management
California
$247K
RWA
805
Redhawk Wealth Advisors
Minnesota
$246K -$905K -20,331 -78%
AWM
806
Accel Wealth Management
Iowa
$246K +$2.76K +62 +1%
PP
807
PDS Planning
Ohio
$245K +$19.4K +436 +8%
RPCONE
808
Retirement Planning Company of New England
Rhode Island
$244K -$16.7K -375 -6%
BJL
809
Brighton Jones LLC
Washington
$243K +$31K +697 +14%
LWA
810
Lineweaver Wealth Advisors
Ohio
$243K +$48.3K +1,085 +24%
CA
811
Calton & Associates
Florida
$242K -$1.6K -36 -0.6%
BWFA
812
Baltimore-Washington Financial Advisors
Maryland
$242K -$20.7K -464 -8%
FC
813
Financial Council
Maryland
$241K
PA
814
PFG Advisors
Arizona
$240K +$246K +5,521 New
PCA
815
Pallas Capital Advisors
Massachusetts
$239K -$161K -3,616 -40%
NB
816
NBT Bank
New York
$238K -$178 -4 -0.1%
BFA
817
Bill Few Associates
Pennsylvania
$237K +$312 +7 +0.1%
MWM
818
Marion Wealth Management
Pennsylvania
$236K +$267 +6 +0.1%
OL
819
Optas LLC
Texas
$235K +$1.43K +32 +0.6%
FFM
820
Forum Financial Management
Illinois
$235K +$13.3K +299 +6%
GSB
821
Greenfield Savings Bank
Massachusetts
$235K
SFS
822
Stiles Financial Services
Minnesota
$235K +$2.18K +49 +0.9%
AA
823
Armis Advisers
Georgia
$233K +$238K +5,356 New
DTL
824
Dynamic Technology Lab
Singapore
$233K +$239K +5,369 New
SMC
825
Smith, Moore & Co
Missouri
$233K -$5.88K -132 -2%