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Name Holding Trade Value Shares
Change
Change in
Stake
BS
1026
Bessemer Securities
New York
$269K
LBWM
1027
Left Brain Wealth Management
Illinois
$269K +$1.65K +7 +0.7%
VWM
1028
Valley Wealth Managers
New Jersey
$267K -$23.5K -100 -9%
YIA
1029
YHB Investment Advisors
Connecticut
$267K
PWMG
1030
Prestige Wealth Management Group
New Jersey
$266K +$200K +851 +439%
TPWA
1031
TRUE Private Wealth Advisors
Oregon
$265K +$4.23K +18 +2%
HFM
1032
Harvest Fund Management
China
$265K +$115K +490 +89%
WTB
1033
Washington Trust Bank
Washington
$265K
WOSD
1034
WFA of San Diego
California
$264K +$8.69K +37 +4%
EWA
1035
EP Wealth Advisors
California
$264K -$2.71M -11,553 -64%
AWM
1036
Aberdeen Wealth Management
Illinois
$263K -$15.7K -67 -6%
HW
1037
Hancock Whitney
Mississippi
$262K +$235 +1 +0.1%
MSWM
1038
McGlone Suttner Wealth Management
Wisconsin
$262K -$31.5K -134 -12%
RCM
1039
Radnor Capital Management
Pennsylvania
$261K
CPA
1040
Court Place Advisors
Maryland
$259K
SBH
1041
Segall Bryant & Hamill
Illinois
$259K
NW
1042
NewEdge Wealth
Pennsylvania
$258K +$12.7K +54 +6%
NC
1043
NinePointTwo Capital
California
$258K +$238K +1,015 New
AWA
1044
Arete Wealth Advisors
Illinois
$256K -$40.6K -173 -15%
GF
1045
Gabelli Funds
New York
$254K
HCA
1046
Horan Capital Advisors
Ohio
$254K
MWM
1047
Mattern Wealth Management
Kansas
$254K
CDH
1048
Charles D. Hyman
$254K
GLA
1049
Good Life Advisors
Pennsylvania
$253K +$234K +994 New
EFSCE
1050
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$2.82K -12 -1%