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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1251
YorkBridge Wealth Partners
New York
$204K +$163K +813 New
CWM
1252
Connecticut Wealth Management
Connecticut
$203K +$162K +809 New
EWA
1253
EP Wealth Advisors
California
$202K +$161K +804 New
IGGA
1254
Iron Gate Global Advisors
Utah
$201K +$160K +800 New
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$201K +$160K +800 New
SIG
1256
Sargent Investment Group
Maryland
$201K +$160K +800 New
Fiera Capital (Canada)
1257
Fiera Capital (Canada)
Quebec, Canada
$201K +$160K +802 New
NGA
1258
Naples Global Advisors
Florida
$200K +$159K +795 New
CYG
1259
Clean Yield Group
Vermont
$199K -$30K -150 -16%
CF
1260
Centaurus Financial
California
$196K -$62.2K -311 -29%
EFSCE
1261
Enterprise Financial Services Corp (EFSC)
Missouri
$191K -$5.4K -27 -3%
GI
1262
Gradient Investments
Minnesota
$191K +$38K +190 +33%
KFA
1263
Kays Financial Advisory
Georgia
$190K +$151K +755 New
HBT
1264
Hills Bank & Trust
Iowa
$186K -$1K -5 -0.7%
CAL
1265
Capital Analysts LLC
Pennsylvania
$180K +$100K +500 +234%
CT
1266
Caldwell Trust
Florida
$177K -$10K -50 -7%
IAS
1267
IMA Advisory Services
Colorado
$176K – – –
NSIM
1268
North Star Investment Management
Illinois
$176K – – –
RFA
1269
Reilly Financial Advisors
California
$167K – – –
MAWCM
1270
Mine & Arao Wealth Creation & Management
California
$165K – – –
GRP
1271
Global Retirement Partners
California
$162K +$13.8K +69 +12%
CBT
1272
Central Bank & Trust
Kentucky
$158K – – –
MHR
1273
Matthew Hamilton Rosenberg
$156K – – –
LWA
1274
Lenox Wealth Advisors
New York
$137K – – –
ST
1275
Smithfield Trust
Pennsylvania
$137K +$22.4K +112 +26%