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Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
951
Lehman & Derafelo Financial Resources
Pennsylvania
$396K – – –
PP
952
PFS Partners
New Jersey
$396K +$11.7K +196 +3%
DAM
953
Delta Asset Management
Tennessee
$392K – – –
EFSCE
954
Enterprise Financial Services Corp (EFSC)
Missouri
$391K -$157K -2,629 -28%
DBT
955
Dubuque Bank & Trust
Iowa
$391K – – –
MA
956
MCF Advisors
Kentucky
$391K +$410K +6,868 New
SAI
957
Systematic Alpha Investments
New Jersey
$388K – – –
BWAM
958
Boyd Watterson Asset Management
Ohio
$388K +$406K +6,801 New
MFG
959
Merit Financial Group
Georgia
$388K +$407K +6,815 New
FAIM
960
Financial Advocates Investment Management
Washington
$386K -$417K -6,996 -51%
LSPW
961
Lake Street Private Wealth
Illinois
$386K -$72.3K -1,212 -15%
TI
962
Truepoint Inc
Ohio
$385K -$4.59K -77 -1%
CFS
963
CRA Financial Services
New Jersey
$383K – – –
NFSG
964
Newbridge Financial Services Group
Florida
$383K +$13.1K +220 +3%
FW
965
FirstPurpose Wealth
Utah
$381K +$398K +6,679 New
SMH
966
Sanders Morris Harris
Texas
$378K – – –
AAS
967
Annex Advisory Services
Wisconsin
$378K +$124K +2,076 +46%
CBA
968
Coastal Bridge Advisors
Connecticut
$378K +$396K +6,631 New
SC
969
Searle & Co
Connecticut
$377K -$11.9K -200 -3%
GCIA
970
Gabelli & Co Investment Advisers
New York
$377K – – –
AA
971
Aire Advisors
California
$377K +$5.67K +95 +1%
TA
972
Tiedemann Advisors
New York
$375K +$30.7K +514 +8%
RMDI
973
R.M. Davis Inc
Maine
$375K +$34.4K +576 +10%
GWA
974
GGM Wealth Advisors
Maryland
$374K +$200K +3,358 +105%
SWM
975
Silverlake Wealth Management
Vermont
$373K -$18.8K -315 -5%
37 38
39
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