Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1226
Berger Financial Group
Minnesota
$212K +$205K +664 New
IC
1227
Inscription Capital
Texas
$211K – – –
CA
1228
CoreCap Advisors
Michigan
$211K +$62.5K +202 +44%
JWM
1229
Janiczek Wealth Management
Colorado
$210K -$52.6K -170 -21%
CBFP
1230
Cedar Brook Financial Partners
Ohio
$209K +$202K +653 New
EFSCE
1231
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$10.5K +34 +6%
PIA
1232
Pinion Investment Advisors
Kansas
$207K +$200K +648 New
BA
1233
Ballast Advisors
Minnesota
$206K – – –
PK
1234
Pflug Koory
Nebraska
$206K – – –
MG
1235
Meritage Group
California
$206K +$199K +644 New
GSEP
1236
Golden State Equity Partners
California
$205K -$928 -3 -0.5%
SOW
1237
State of Wyoming
Wyoming
$204K -$94.3K -305 -32%
SSWG
1238
Seven Springs Wealth Group
Tennessee
$204K – – –
FTC
1239
Farmers Trust Company
Ohio
$203K – – –
RIA
1240
Regal Investment Advisors
Michigan
$203K +$618 +2 +0.3%
BHWM
1241
Bar Harbor Wealth Management
New Hampshire
$203K +$9.89K +32 +5%
SMA
1242
Sage Mountain Advisors
Georgia
$202K -$238K -770 -55%
TSA
1243
Tri-Star Advisors
Texas
$202K – – –
EWM
1244
Evermay Wealth Management
Virginia
$202K +$96.2K +311 +97%
WTFG
1245
Wells Trecaso Financial Group
Ohio
$202K +$196K +633 New
PWM
1246
PBMares Wealth Management
Virginia
$201K – – –
FC
1247
Financial Consulate
Maryland
$200K – – –
JSW
1248
Journey Strategic Wealth
New Jersey
$200K +$7.11K +23 +4%
MPWT
1249
MassMutual Private Wealth & Trust
Connecticut
$199K +$31.5K +102 +20%
BLC
1250
Brown, Lisle/Cummings
Rhode Island
$189K – – –