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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1176
MQS Management
New York
$227K +$247K +790 New
SCM
1177
Schnieders Capital Management
California
$226K – – –
LWP
1178
Lumature Wealth Partners
Georgia
$226K +$11.6K +37 +5%
VF
1179
Virtu Financial
New York
$226K +$245K +785 New
BAM
1180
Berkshire Asset Management
Pennsylvania
$226K +$246K +786 New
OWA
1181
One Wealth Advisors
California
$225K +$7.5K +24 +3%
BA
1182
Bluesphere Advisors
Pennsylvania
$223K – – –
BEI
1183
Benjamin Edwards Inc
Missouri
$220K -$46.5K -149 -16%
MTIC
1184
Missouri Trust & Investment Company
Missouri
$220K – – –
DLA
1185
Douglas Lane & Associates
New York
$220K +$3.12K +10 +1%
SDJVC
1186
St. Denis J. Villere & Co
Louisiana
$219K – – –
4WM
1187
44 Wealth Management
Oregon
$218K -$8.75K -28 -4%
BAS
1188
Brown Advisory Securities
Maryland
$218K – – –
CIP
1189
Convergence Investment Partners
Florida
$218K +$1.87K +6 +0.8%
LA
1190
Legacy Advisors
Pennsylvania
$217K +$236K +754 New
GG
1191
Greenwood Gearhart
Arkansas
$216K +$1.25K +4 +0.5%
BJL
1192
Brighton Jones LLC
Washington
$215K -$8.12K -26 -3%
WTA
1193
Washington Trust Advisors
Massachusetts
$214K -$21.9K -70 -9%
EH
1194
Equitable Holdings
New York
$212K -$625 -2 -0.3%
RIA
1195
Realta Investment Advisors
Delaware
$212K -$312 -1 -0.1%
HW
1196
Hamilton Wealth
California
$212K +$231K +739 New
PWM
1197
Palumbo Wealth Management
New York
$210K -$20.3K -65 -8%
FTC
1198
Farmers Trust Company
Ohio
$210K +$29.7K +95 +15%
DAM
1199
Delta Asset Management
Tennessee
$208K – – –
EFSCE
1200
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$20K +64 +10%
46 47
48
49 50