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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Spire Wealth Management
Virginia
$249K +$20.8K +90 +9%
VCAM
1002
Van Cleef Asset Management
Ohio
$249K
APP
1003
Avantax Planning Partners
Iowa
$248K
KCM
1004
Kathmere Capital Management
Pennsylvania
$248K +$35.5K +154 +17%
BCCM
1005
Bridge Creek Capital Management
Massachusetts
$245K
BS
1006
Bessemer Securities
New York
$245K -$92.2K -400 -27%
DA
1007
Dillon & Associates
Michigan
$244K +$2.31K +10 +1%
WPC
1008
Wedmont Private Capital
Pennsylvania
$243K +$249K +1,078 New
YIA
1009
YHB Investment Advisors
Connecticut
$243K
RCM
1010
Radnor Capital Management
Pennsylvania
$243K
SWA
1011
Stratos Wealth Advisors
Ohio
$243K +$7.38K +32 +3%
WTB
1012
Washington Trust Bank
Washington
$241K -$11.1K -48 -4%
WP
1013
WealthShield Partners
North Carolina
$239K -$27.7K -120 -10%
HW
1014
Hancock Whitney
Mississippi
$238K -$22.1K -96 -9%
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$237K -$73.3K -318 -24%
SBH
1016
Segall Bryant & Hamill
Illinois
$236K
CPA
1017
Court Place Advisors
Maryland
$236K
RA
1018
RFG Advisory
Alabama
$235K -$37.3K -162 -14%
CDH
1019
Charles D. Hyman
$232K
EFSCE
1020
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$2.31K -10 -1%
GF
1021
Gabelli Funds
New York
$232K
HCA
1022
Horan Capital Advisors
Ohio
$232K
MWM
1023
Mattern Wealth Management
Kansas
$232K
WOSD
1024
WFA of San Diego
California
$232K
CFD
1025
Creative Financial Designs
Indiana
$230K +$26.1K +113 +13%