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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1751
Dakota Wealth Management
Florida
$717K +$83.5K +1,783 +13%
BOS
1752
Bingham Osborn & Scarborough
California
$716K +$51.4K +1,097 +8%
IF
1753
IRON Financial
Illinois
$714K -$30.4K -650 -4%
CCM
1754
Chilton Capital Management
Texas
$710K +$53.8K +1,150 +8%
WCA
1755
Westover Capital Advisors
Delaware
$707K +$60K +1,282 +9%
CBT
1756
Central Bank & Trust
Kentucky
$701K +$89.7K +1,916 +15%
TA
1757
TCG Advisors
Texas
$699K +$698K +14,899 New
TW
1758
TrinityPoint Wealth
Connecticut
$699K +$698K +14,900 New
TCPWM
1759
Traverso Chambers Private Wealth Management
California
$695K +$693K +14,805 New
SAM
1760
SignalPoint Asset Management
Missouri
$694K +$10.6K +227 +2%
JWM
1761
Jackson Wealth Management
Florida
$692K -$166K -3,542 -19%
EFSCE
1762
Enterprise Financial Services Corp (EFSC)
Missouri
$692K -$1.45K -31 -0.2%
FFG
1763
Frisch Financial Group
New York
$692K +$690K +14,742 New
LC
1764
Lourd Capital
California
$689K +$4.92K +105 +0.7%
PCM
1765
Palisade Capital Management
New Jersey
$688K -$15.8K -338 -2%
EGA
1766
E&G Advisors
Texas
$686K +$46.8K +1,000 +7%
SCP
1767
Sandhill Capital Partners
New York
$685K -$1.97K -42 -0.3%
AAM
1768
American Asset Management
Florida
$683K +$31.1K +665 +5%
BA
1769
BKS Advisors
Michigan
$680K -$281 -6 -0%
RVPG
1770
Relative Value Partners Group
$680K – – –
SXL
1771
Summit X LLC
Missouri
$678K +$16.7K +356 +3%
IIC
1772
Integrated Investment Consultants
Michigan
$676K +$14.4K +308 +2%
PP
1773
PagnatoKarp Partners
Virginia
$676K +$15.9K +340 +2%
WCM
1774
Whitener Capital Management
North Carolina
$674K +$4.68K +100 +0.7%
PWPS
1775
Pinnacle Wealth Planning Services
Ohio
$672K +$12.6K +270 +2%