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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1601
Shepherd Financial Partners
Massachusetts
$433K +$4.58K +100 +1%
WTB
1602
Washington Trust Bank
Washington
$432K +$36.6K +799 +9%
MAM
1603
MMA Asset Management
Pennsylvania
$432K +$449K +9,795 New
RMDI
1604
R.M. Davis Inc
Maine
$432K +$173K +3,785 +63%
IWA
1605
Integrity Wealth Advisors
California
$431K -$92 -2 -0%
WAL
1606
W Advisors LLC
Tennessee
$429K -$46 -1 -0%
ANBT
1607
American National Bank & Trust
Texas
$429K -$2.43K -53 -0.5%
FWI
1608
Facet Wealth Inc
Maryland
$428K +$118K +2,580 +36%
CFD
1609
Creative Financial Designs
Indiana
$428K -$15.8K -345 -3%
BFIC
1610
Bedell Frazier Investment Counselling
California
$428K -$186K -4,050 -29%
BFA
1611
Beacon Financial Advisory
Ohio
$428K +$19.3K +422 +5%
WKWM
1612
Walter & Keenan Wealth Management
Indiana
$427K -$55.9K -1,220 -11%
EFSCE
1613
Enterprise Financial Services Corp (EFSC)
Missouri
$427K +$162K +3,531 +57%
FIM
1614
Fruth Investment Management
Texas
$425K -$10.5K -228 -2%
RIA
1615
Richwood Investment Advisors
Ohio
$425K
CCM
1616
Cinctive Capital Management
New York
$425K -$4.57M -99,688 -91%
HFS
1617
Howard Financial Services
Texas
$424K -$127K -2,760 -22%
PHS
1618
Pekin Hardy Strauss
Illinois
$424K +$440K +9,599 New
ECM
1619
EagleClaw Capital Management
Massachusetts
$421K -$167K -3,650 -28%
UF
1620
Univest Financial
Pennsylvania
$421K +$30.7K +669 +8%
ICP
1621
Interchange Capital Partners
Pennsylvania
$421K -$93.7K -2,044 -10%
FWA
1622
FSM Wealth Advisors
Ohio
$421K +$2.25K +49 +0.5%
CA
1623
Calton & Associates
Florida
$421K -$230K -5,011 -34%
RWP
1624
Ridgecrest Wealth Partners
California
$419K +$14.9K +325 +4%
CWM
1625
Centurion Wealth Management
Virginia
$419K +$435K +9,500 New