Name Holding Trade Value Shares
Change
Change in
Stake
TCP
1601
TMB Capital Partners
Arkansas
$435K +$182K +3,960 +67%
PAM
1602
Peak Asset Management
Colorado
$435K – – –
LOWM
1603
Laurel Oak Wealth Management
New Jersey
$434K +$63K +1,374 +16%
EAM
1604
Evanson Asset Management
California
$434K -$77.9K -1,700 -15%
SFP
1605
Shepherd Financial Partners
Massachusetts
$433K +$4.58K +100 +1%
WTB
1606
Washington Trust Bank
Washington
$432K +$36.6K +799 +9%
MAM
1607
MMA Asset Management
Pennsylvania
$432K +$449K +9,795 New
RMDI
1608
R.M. Davis Inc
Maine
$432K +$173K +3,785 +63%
IWA
1609
Integrity Wealth Advisors
California
$431K -$92 -2 -0%
WAL
1610
W Advisors LLC
Tennessee
$429K -$46 -1 -0%
ANBT
1611
American National Bank & Trust
Texas
$429K -$2.43K -53 -0.5%
FWI
1612
Facet Wealth Inc
Maryland
$428K +$118K +2,580 +36%
CFD
1613
Creative Financial Designs
Indiana
$428K -$15.8K -345 -3%
BFIC
1614
Bedell Frazier Investment Counselling
California
$428K -$186K -4,050 -29%
BFA
1615
Beacon Financial Advisory
Ohio
$428K +$19.3K +422 +5%
WKWM
1616
Walter & Keenan Wealth Management
Indiana
$427K -$55.9K -1,220 -11%
EFSCE
1617
Enterprise Financial Services Corp (EFSC)
Missouri
$427K +$162K +3,531 +57%
FIM
1618
Fruth Investment Management
Texas
$425K -$10.5K -228 -2%
RIA
1619
Richwood Investment Advisors
Ohio
$425K – – –
CCM
1620
Cinctive Capital Management
New York
$425K -$4.57M -99,688 -91%
HFS
1621
Howard Financial Services
Texas
$424K -$127K -2,760 -22%
PHS
1622
Pekin Hardy Strauss
Illinois
$424K +$440K +9,599 New
ECM
1623
EagleClaw Capital Management
Massachusetts
$421K -$167K -3,650 -28%
UF
1624
Univest Financial
Pennsylvania
$421K +$30.7K +669 +8%
ICP
1625
Interchange Capital Partners
Pennsylvania
$421K -$93.7K -2,044 -10%