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Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1226
CWA Asset Management Group
Florida
$250K +$240K +766 New
CFO
1227
CVA Family Office
Colorado
$249K +$2.19K +7 +0.9%
SDJVC
1228
St. Denis J. Villere & Co
Louisiana
$248K – – –
AO
1229
Advisor OS
Illinois
$248K +$238K +760 New
EFSCE
1230
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$236K +754 New
RWA
1231
Rooted Wealth Advisors
Illinois
$245K +$236K +752 New
C
1232
Certuity
Florida
$245K +$235K +751 New
RG
1233
Renaissance Group
Kentucky
$245K +$235K +751 New
GG
1234
Greenwood Gearhart
Arkansas
$244K -$1.25K -4 -0.5%
WG
1235
Winton Group
United Kingdom
$243K +$233K +744 New
IC
1236
Inscription Capital
Texas
$242K +$233K +742 New
DAM
1237
Delta Asset Management
Tennessee
$241K +$232K +739 New
CPO
1238
Cerity Partners OCIO
New York
$240K +$231K +736 New
PWM
1239
Palumbo Wealth Management
New York
$240K +$230K +734 New
SBIA
1240
Sheaff Brock Investment Advisors
Indiana
$240K -$224K -715 -49%
GWS
1241
Glassman Wealth Services
Virginia
$239K +$61.1K +195 +36%
AC
1242
ASB Consultores
Florida
$239K -$26.3K -84 -10%
HHGA
1243
Halbert Hargrove Global Advisors
California
$238K +$229K +731 New
ICG
1244
InterOcean Capital Group
Tennessee
$238K +$229K +730 New
FTC
1245
Farmers Trust Company
Ohio
$238K -$37.3K -119 -14%
BBW
1246
Blue Barn Wealth
Utah
$236K -$57.7K -184 -20%
TA
1247
TrueWealth Advisors
Alabama
$232K +$223K +712 New
FNBOH
1248
First National Bank of Hutchinson
Kansas
$232K +$223K +711 New
DGAM
1249
Desjardins Global Asset Management
Quebec, Canada
$231K +$189K +602 +563%
4WM
1250
44 Wealth Management
Oregon
$231K +$222K +708 New
48 49
50
51 52