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Name Holding Trade Value Shares
Change
Change in
Stake
TI
701
tru Independence
Oregon
$35K – – –
KFI
702
Key Financial Inc
Pennsylvania
$35K +$40.2K +753 New
OC
703
Oakworth Capital
Alabama
$34K – – –
IRAG
704
Investment Research & Advisory Group
Georgia
$33K +$25.6K +480 +227%
PB
705
Pinnacle Bancorp
Nebraska
$32K – – –
RBC
706
Roble Belko & Company
Pennsylvania
$32K – – –
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$11K -207 -24%
1IA
708
1834 Investment Advisors
Wisconsin
$31K – – –
RTC
709
Riverview Trust Company
Washington
$31K – – –
AF
710
Allworth Financial
California
$31K +$427 +8 +1%
SAM
711
S.A. Mason
Michigan
$31K +$427 +8 +1%
HFM
712
Hartford Financial Management
Connecticut
$30K -$6.4K -120 -16%
MAWCM
713
Mine & Arao Wealth Creation & Management
California
$30K – – –
PMFA
714
Plante Moran Financial Advisors
Michigan
$30K +$4.27K +80 +14%
CB
715
CNB Bank
Pennsylvania
$30K +$9.6K +180 +41%
MRCM
716
M&R Capital Management
New Jersey
$28K – – –
OSNBOA
717
Old Second National Bank of Aurora
Illinois
$28K – – –
EWM
718
Endurance Wealth Management
Rhode Island
$28K +$8.54K +160 +37%
PCIA
719
Prime Capital Investment Advisors
Kansas
$27K -$107 -2 -0.3%
FCB
720
First Command Bank
Texas
$27K – – –
FCFS
721
First Command Financial Services
Texas
$27K – – –
CWP
722
CFM Wealth Partners
Texas
$27K +$29.7K +557 New
EIP
723
Ellis Investment Partners
Pennsylvania
$25K +$11.1K +209 +61%
KPW
724
Kore Private Wealth
New York
$25K +$23K +431 +410%
CWM
725
Cranbrook Wealth Management
Michigan
$24K – – –