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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1451
F/M Investments
District of Columbia
$209K – – –
AC
1452
Allstate Corporation
Illinois
$208K -$8.38K -33 -4%
EFSCE
1453
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$209K +821 New
IAMOG
1454
Investors Asset Management of Georgia
Georgia
$207K – – –
BFM
1455
Boston Financial Management
Massachusetts
$206K – – –
HFP
1456
Holistic Financial Partners
Indiana
$206K +$207K +816 New
GIA
1457
Gateway Investment Advisers
Ohio
$206K -$19.1K -75 -8%
SIA
1458
Soltis Investment Advisors
Utah
$206K -$45.5K -179 -18%
BP
1459
BBR Partners
New York
$206K +$207K +814 New
CAM
1460
Cozad Asset Management
Illinois
$203K – – –
BAM
1461
Bellevue Asset Management
Washington
$203K – – –
AT
1462
Avalon Trust
New Mexico
$202K – – –
CFG
1463
CKW Financial Group
Hawaii
$202K – – –
HIG
1464
Heritage Investment Group
Florida
$202K +$203K +800 New
ARC
1465
Advisor Resource Council
Texas
$202K +$202K +797 New
TPCW
1466
TD Private Client Wealth
New York
$201K -$18.5K -73 -8%
AI
1467
Accredited Investors
Minnesota
$201K -$1.78K -7 -0.9%
MCCP
1468
Mission Creek Capital Partners
California
$201K – – –
GWM
1469
Gray Wealth Management
Maine
$200K – – –
OP
1470
ORG Partners
Indiana
$197K +$120K +473 +154%
CAS
1471
Coppell Advisory Solutions
Texas
$194K +$187K +736 +2,453%
FFL
1472
Financial Freedom LLC
Ohio
$192K +$508 +2 +0.3%
FCA
1473
FinTrust Capital Advisors
South Carolina
$191K – – –
RBC
1474
Roble Belko & Company
Pennsylvania
$189K +$43.2K +170 +29%
NSIM
1475
North Star Investment Management
Illinois
$188K – – –