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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2076
Webster Bank
Connecticut
$709K -$6.97K -100 -1%
FS
2077
Ferguson Shapiro
Georgia
$709K +$1.74K +25 +0.2%
MFWP
2078
Mosaic Family Wealth Partners
Missouri
$709K +$1.74K +25 +0.2%
PB
2079
Prosperity Bancshares
Texas
$708K +$706K +10,128 New
SIM
2080
Sentry Investment Management
Wisconsin
$708K +$21.6K +310 +3%
EFG
2081
Embree Financial Group
Illinois
$706K +$11.9K +171 +2%
HCC
2082
Hirtle Callaghan & Co
Pennsylvania
$705K +$19.9K +285 +3%
FA
2083
Faithward Advisors
Pennsylvania
$705K +$38.1K +547 +6%
ACM
2084
Ashford Capital Management
Delaware
$704K – – –
PIA
2085
Powell Investment Advisors
Florida
$704K +$702K +10,073 New
PCH
2086
PGIM Custom Harvest
New Jersey
$704K -$31.2K -447 -4%
EFSCE
2087
Enterprise Financial Services Corp (EFSC)
Missouri
$703K +$28.3K +406 +4%
WFG
2088
Wills Financial Group
Virginia
$702K +$2.02K +29 +0.3%
HP
2089
Holistic Planning
Texas
$701K +$141K +2,026 +25%
SCM
2090
Spreng Capital Management
Ohio
$700K – – –
CL
2091
CVFG LLC
Indiana
$699K +$20.6K +295 +3%
GWA
2092
Gibson Wealth Advisors
Texas
$699K – – –
DIM
2093
Delta Investment Management
California
$698K -$19.5K -280 -3%
HWA
2094
HCR Wealth Advisors
California
$697K +$33.3K +477 +5%
QPWM
2095
Quadrant Private Wealth Management
Pennsylvania
$694K +$38.3K +550 +6%
HC
2096
Hendley & Co
Ohio
$694K -$27.9K -400 -4%
VCM
2097
Virtue Capital Management
Tennessee
$694K +$616K +8,835 +735%
PWM
2098
Partners Wealth Management
California
$693K -$24.7K -354 -3%
ERWM
2099
Elk River Wealth Management
Colorado
$692K – – –
RTC
2100
Real Talk Capital
Tennessee
$692K +$22.2K +318 +3%
82 83
84
85 86