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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1326
FirstPurpose Wealth
Utah
$265K +$8.75K +23 +3%
AGWCA
1327
Annis Gardner Whiting Capital Advisors
Florida
$264K +$270K +710 New
MA
1328
MJP Associates
Connecticut
$263K +$381 +1 +0.1%
WCAMG
1329
Woodard & Company Asset Management Group
North Carolina
$263K – – –
PBO
1330
Peoples Bank (Ohio)
Ohio
$261K -$15.6K -41 -6%
BA
1331
Bluesphere Advisors
Pennsylvania
$261K – – –
AAM
1332
Aureus Asset Management
Massachusetts
$260K -$28.2K -74 -10%
IF
1333
Ironwood Financial
Arizona
$260K – – –
Empower Advisory Group
1334
Empower Advisory Group
Colorado
$260K +$266K +698 New
PWM
1335
Palumbo Wealth Management
New York
$258K -$17.5K -46 -6%
CWM
1336
Centric Wealth Management
Illinois
$258K – – –
FWM
1337
FFT Wealth Management
Pennsylvania
$257K -$4.19K -11 -2%
Westwood Holdings Group
1338
Westwood Holdings Group
Texas
$257K -$15.6K -41 -6%
Vestmark Advisory Solutions
1339
Vestmark Advisory Solutions
Massachusetts
$257K -$4.46M -11,713 -94%
GAM
1340
Gould Asset Management
California
$257K +$1.52K +4 +0.6%
GG
1341
Greenwood Gearhart
Arkansas
$256K -$3.81K -10 -1%
EFSCE
1342
Enterprise Financial Services Corp (EFSC)
Missouri
$256K -$30.8K -81 -11%
XS
1343
XR Securities
Illinois
$255K -$135K -356 -34%
LTAS
1344
Linden Thomas Advisory Services
North Carolina
$255K +$261K +686 New
EP
1345
Eudaimonia Partners
Tennessee
$255K -$55.6K -146 -18%
CIP
1346
Convergence Investment Partners
Florida
$255K -$112K -293 -30%
ICP
1347
Interchange Capital Partners
Pennsylvania
$255K +$260K +684 New
U.S. Capital Wealth Advisors
1348
U.S. Capital Wealth Advisors
Texas
$254K +$2.28K +6 +0.9%
IGWM
1349
ICA Group Wealth Management
Colorado
$254K -$5.33K -14 -2%
DMBA
1350
Deseret Mutual Benefit Administrators
Utah
$254K +$17.5K +46 +7%