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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1201
Woodstock Corp
Massachusetts
$282K – – –
AA
1202
Ancora Advisors
Ohio
$281K -$1.34K -4 -0.5%
WHG
1203
Westwood Holdings Group
Texas
$279K -$30.8K -92 -10%
VT
1204
Vise Technologies
New York
$278K +$262K +782 New
CCWM
1205
Cassaday & Co Wealth Management
Virginia
$277K +$2.01K +6 +0.8%
BFA
1206
Bragg Financial Advisors
North Carolina
$276K – – –
EFSCE
1207
Enterprise Financial Services Corp (EFSC)
Missouri
$276K +$7.37K +22 +3%
APWM
1208
Argonautica Private Wealth Management
Massachusetts
$275K -$56.6K -169 -18%
AO
1209
Advisor OS
Illinois
$275K +$4.35K +13 +2%
NCM
1210
Northside Capital Management
Oregon
$274K -$17.1K -51 -6%
PL
1211
Plancorp LLC
Missouri
$273K – – –
RVPG
1212
Relative Value Partners Group
$273K – – –
SCM
1213
Schnieders Capital Management
California
$273K – – –
GWS
1214
Glassman Wealth Services
Virginia
$271K +$9.71K +29 +4%
PBO
1215
Peoples Bank (Ohio)
Ohio
$270K -$73K -218 -22%
RWA
1216
Rooted Wealth Advisors
Illinois
$270K – – –
C
1217
Certuity
Florida
$268K +$670 +2 +0.3%
FW
1218
FirstPurpose Wealth
Utah
$267K +$14.4K +43 +6%
IC
1219
Inscription Capital
Texas
$264K – – –
ATPW
1220
Ashton Thomas Private Wealth
Arizona
$263K +$250K +746 New
SBIA
1221
Sheaff Brock Investment Advisors
Indiana
$261K +$335 +1 +0.1%
HIA
1222
Harbor Investment Advisory
Maryland
$260K +$51.9K +155 +27%
FTC
1223
Farmers Trust Company
Ohio
$259K – – –
RFA
1224
Resurgent Financial Advisors
Georgia
$259K +$27.1K +81 +12%
PWM
1225
Palumbo Wealth Management
New York
$259K +$1K +3 +0.4%
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