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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1751
Bingham Osborn & Scarborough
California
$716K +$51.4K +1,097 +8%
IF
1752
IRON Financial
Illinois
$714K -$30.4K -650 -4%
CCM
1753
Chilton Capital Management
Texas
$710K +$53.8K +1,150 +8%
WCA
1754
Westover Capital Advisors
Delaware
$707K +$60K +1,282 +9%
CBT
1755
Central Bank & Trust
Kentucky
$701K +$89.7K +1,916 +15%
TA
1756
TCG Advisors
Texas
$699K +$698K +14,899 New
TW
1757
TrinityPoint Wealth
Connecticut
$699K +$698K +14,900 New
TCPWM
1758
Traverso Chambers Private Wealth Management
California
$695K +$693K +14,805 New
SAM
1759
SignalPoint Asset Management
Missouri
$694K +$10.6K +227 +2%
JWM
1760
Jackson Wealth Management
Florida
$692K -$166K -3,542 -19%
EFSCE
1761
Enterprise Financial Services Corp (EFSC)
Missouri
$692K -$1.45K -31 -0.2%
FFG
1762
Frisch Financial Group
New York
$692K +$690K +14,742 New
LC
1763
Lourd Capital
California
$689K +$4.92K +105 +0.7%
PCM
1764
Palisade Capital Management
New Jersey
$688K -$15.8K -338 -2%
EGA
1765
E&G Advisors
Texas
$686K +$46.8K +1,000 +7%
SCP
1766
Sandhill Capital Partners
New York
$685K -$1.97K -42 -0.3%
AAM
1767
American Asset Management
Florida
$683K +$31.1K +665 +5%
BA
1768
BKS Advisors
Michigan
$680K -$281 -6 -0%
RVPG
1769
Relative Value Partners Group
$680K
SXL
1770
Summit X LLC
Missouri
$678K +$16.7K +356 +3%
IIC
1771
Integrated Investment Consultants
Michigan
$676K +$14.4K +308 +2%
PP
1772
PagnatoKarp Partners
Virginia
$676K +$15.9K +340 +2%
WCM
1773
Whitener Capital Management
North Carolina
$674K +$4.68K +100 +0.7%
PWPS
1774
Pinnacle Wealth Planning Services
Ohio
$672K +$12.6K +270 +2%
SWRP
1775
Summit Wealth & Retirement Planning
California
$670K +$668K +14,275 New