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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
676
Enterprise Financial Services Corp (EFSC)
Missouri
$266K -$14.2K -112 -5%
PTC
677
Private Trust Company
Ohio
$265K +$2.16K +17 +0.9%
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$261K +$20.3K +160 +9%
MERSOM
679
Municipal Employees' Retirement System of Michigan
Michigan
$259K -$963K -7,580 -80%
WP
680
WMS Partners
Maryland
$259K -$88.9K -700 -27%
DLA
681
Douglas Lane & Associates
New York
$259K +$762 +6 +0.3%
IAA
682
Independent Advisor Alliance
North Carolina
$257K +$244K +1,918 New
RA
683
Rational Advisors
New York
$256K -$969K -7,624 -80%
BIM
684
Baldwin Investment Management
Pennsylvania
$255K – – –
HAG
685
HighPoint Advisor Group
Illinois
$253K -$131K -1,032 -37%
NB
686
Northwest Bancshares
Pennsylvania
$252K – – –
WS
687
Wedbush Securities
California
$251K -$69.7K -549 -23%
LSAG
688
Lake Street Advisors Group
New Hampshire
$251K +$3.94K +31 +2%
GD
689
Grandfield & Dodd
New York
$250K – – –
FRA
690
Front Row Advisors
California
$248K – – –
VDI
691
Vaughan David Investments
Illinois
$244K -$17K -134 -7%
HI
692
Human Investing
Oregon
$241K -$24.6K -194 -10%
JFA
693
JNBA Financial Advisors
Minnesota
$241K – – –
SBH
694
Segall Bryant & Hamill
Illinois
$241K +$229K +1,800 New
BBHC
695
Brown Brothers Harriman & Co
New York
$237K +$1.65K +13 +0.7%
ESB
696
Essex Savings Bank
Connecticut
$237K +$224K +1,767 +121%
EHWM
697
Eads & Heald Wealth Management
Georgia
$231K -$25.4K -200 -10%
CHAM
698
Clear Harbor Asset Management
Connecticut
$229K -$19.1K -150 -8%
GC
699
Grace Capital
Massachusetts
$228K -$50.8K -400 -19%
BAC
700
Boys Arnold & Co
North Carolina
$228K -$6.35K -50 -3%