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Name Holding Trade Value Shares
Change 		Change in
Stake
SDJVC
1226
St. Denis J. Villere & Co
Louisiana
$248K – – –
AO
1227
Advisor OS
Illinois
$248K +$238K +760 New
EFSCE
1228
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$236K +754 New
RWA
1229
Rooted Wealth Advisors
Illinois
$245K +$236K +752 New
C
1230
Certuity
Florida
$245K +$235K +751 New
RG
1231
Renaissance Group
Kentucky
$245K +$235K +751 New
GG
1232
Greenwood Gearhart
Arkansas
$244K -$1.25K -4 -0.5%
WG
1233
Winton Group
United Kingdom
$243K +$233K +744 New
IC
1234
Inscription Capital
Texas
$242K +$233K +742 New
DAM
1235
Delta Asset Management
Tennessee
$241K +$232K +739 New
CPO
1236
Cerity Partners OCIO
New York
$240K +$231K +736 New
PWM
1237
Palumbo Wealth Management
New York
$240K +$230K +734 New
SBIA
1238
Sheaff Brock Investment Advisors
Indiana
$240K -$224K -715 -49%
GWS
1239
Glassman Wealth Services
Virginia
$239K +$61.1K +195 +36%
AC
1240
ASB Consultores
Florida
$239K -$26.3K -84 -10%
HHGA
1241
Halbert Hargrove Global Advisors
California
$238K +$229K +731 New
ICG
1242
InterOcean Capital Group
Tennessee
$238K +$229K +730 New
FTC
1243
Farmers Trust Company
Ohio
$238K -$37.3K -119 -14%
BBW
1244
Blue Barn Wealth
Utah
$236K -$57.7K -184 -20%
TA
1245
TrueWealth Advisors
Alabama
$232K +$223K +712 New
FNBOH
1246
First National Bank of Hutchinson
Kansas
$232K +$223K +711 New
DGAM
1247
Desjardins Global Asset Management
Quebec, Canada
$231K +$189K +602 +563%
4WM
1248
44 Wealth Management
Oregon
$231K +$222K +708 New
FW
1249
FirstPurpose Wealth
Utah
$231K -$16K -51 -7%
SAG
1250
SageView Advisory Group
California
$231K +$222K +707 New
48 49
50
51 52