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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2151
Palisades Hudson Asset Management
Florida
$760K -$123K -445 -15%
PFGIA
2152
Patriot Financial Group Insurance Agency
Massachusetts
$759K -$67.5K -245 -9%
MA
2153
MCF Advisors
Kentucky
$759K +$166K +601 +32%
FIB
2154
First Interstate Bancsystem
Montana
$759K +$685K +2,487 New
RAM
2155
Redmond Asset Management
Virginia
$758K – – –
OR
2156
Olympiad Research
Connecticut
$756K -$69.5K -252 -9%
WG
2157
Watchman Group
Texas
$756K – – –
MWM
2158
Mattern Wealth Management
Kansas
$755K -$37.2K -135 -5%
WCM
2159
Wedge Capital Management
North Carolina
$755K +$40.2K +146 +6%
LOPW
2160
Live Oak Private Wealth
North Carolina
$754K -$24.3K -88 -3%
AFG
2161
Allegheny Financial Group
Pennsylvania
$753K -$6.06K -22 -0.9%
IFG
2162
Investors Financial Group
Minnesota
$749K +$16K +58 +2%
SNB
2163
Security National Bank
Nebraska
$749K +$212K +770 +46%
FS
2164
Ferguson Shapiro
Georgia
$747K +$21.8K +79 +3%
APW
2165
Acima Private Wealth
Virginia
$745K -$30.3K -110 -4%
EFSCE
2166
Enterprise Financial Services Corp (EFSC)
Missouri
$745K -$4.69K -17 -0.7%
IA
2167
IFG Advisors
Missouri
$745K +$3.31K +12 +0.5%
MWC
2168
MBM Wealth Consultants
Missouri
$744K -$10.5K -38 -2%
CHP
2169
Cable Hill Partners
Oregon
$743K -$29.5K -107 -4%
UH
2170
Unigestion Holding
Switzerland
$742K -$1.73M -6,269 -72%
HHGA
2171
Halbert Hargrove Global Advisors
California
$742K +$7.44K +27 +1%
MLFP
2172
MPS Loria Financial Planners
Illinois
$741K -$85.2K -309 -11%
COCM
2173
Charter Oak Capital Management
New Hampshire
$740K -$11.6K -42 -2%
SHWM
2174
Silicon Hills Wealth Management
Texas
$740K +$551 +2 +0.1%
PFBT
2175
Parkside Financial Bank & Trust
Missouri
$740K +$8.27K +30 +1%
85 86
87
88 89