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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1451
Herold Advisors
New York
$842K +$104K +475 +17%
PWM
1452
Purus Wealth Management
California
$840K – – –
REMPR
1453
Roof Eidam Maycock Peralta (REMP)
California
$838K – – –
OFS
1454
OneAscent Financial Services
Alabama
$837K -$542K -2,471 -43%
RPCONE
1455
Retirement Planning Company of New England
Rhode Island
$836K +$5.49K +25 +0.8%
PCM
1456
Pointe Capital Management
Michigan
$835K – – –
IA
1457
IFG Advisory
Georgia
$835K +$16.7K +76 +2%
VAS
1458
Vestmark Advisory Solutions
Massachusetts
$835K -$186K -849 -21%
CNBTD
1459
Citizens National Bank Trust Department
Mississippi
$834K – – –
PAS
1460
PKS Advisory Services
New York
$834K +$2.85K +13 +0.4%
CH
1461
Cromwell Holdings
Wyoming
$834K – – –
CCM
1462
Check Capital Management
California
$834K – – –
3IP
1463
3Chopt Investment Partners
Virginia
$833K +$10.8K +49 +2%
FFA
1464
Florida Financial Advisors
Florida
$832K +$84.5K +385 +14%
WAM
1465
WNY Asset Management
New York
$831K +$45.4K +207 +7%
MAG
1466
MRA Advisory Group
New Jersey
$828K +$21.9K +100 +3%
SI
1467
Severin Investments
Missouri
$828K +$156K +712 +28%
HWA
1468
HCR Wealth Advisors
California
$826K +$219 +1 +0%
USB
1469
Union Savings Bank
Connecticut
$823K -$13.2K -60 -2%
EFSCE
1470
Enterprise Financial Services Corp (EFSC)
Missouri
$822K +$36.6K +167 +6%
LDB
1471
Lee, Danner & Bass
Tennessee
$821K – – –
FWSM
1472
First Wilshire Securities Management
California
$821K – – –
SSWM
1473
Sheets Smith Wealth Management
North Carolina
$819K +$77K +351 +12%
BFM
1474
Boothbay Fund Management
New York
$818K +$16K +73 +2%
SF
1475
Symphony Financial
Texas
$818K +$917K +4,180 New
57 58
59
60 61