Name Holding Trade Value Shares
Change
Change in
Stake
LA
1426
Legacy Advisors
Pennsylvania
$338K -$80.5K -186 -20%
CWM
1427
Cahaba Wealth Management
Georgia
$335K -$3.46K -8 -1%
CFP
1428
Cascade Financial Partners
California
$334K +$323K +747 New
PA
1429
PFG Advisors
Arizona
$333K -$53.7K -124 -15%
CA
1430
CoreCap Advisors
Michigan
$332K -$54.6K -126 -15%
EFSCE
1431
Enterprise Financial Services Corp (EFSC)
Missouri
$332K +$11.7K +27 +4%
CFS
1432
CRA Financial Services
New Jersey
$331K +$27.7K +64 +10%
TCM
1433
Traynor Capital Management
Pennsylvania
$329K +$9.53K +22 +3%
FMWA
1434
Forvis Mazars Wealth Advisors
Missouri
$329K +$19.9K +46 +7%
SSWG
1435
Seven Springs Wealth Group
Tennessee
$328K +$29K +67 +10%
NCTC
1436
New Covenant Trust Company
Indiana
$328K +$306K +706 New
WCAMG
1437
Woodard & Company Asset Management Group
North Carolina
$327K – – –
CCA
1438
Cottonwood Capital Advisors
Utah
$327K -$1.3K -3 -0.4%
BA
1439
Bluesphere Advisors
Pennsylvania
$325K – – –
AAM
1440
Aureus Asset Management
Massachusetts
$325K +$433 +1 +0.1%
TFIPS
1441
Towarzystwo Funduszy Inwestycyjnych PZU SA
$325K +$123K +285 +69%
VFA
1442
Values First Advisors
Tennessee
$325K +$303K +700 New
PJWM
1443
Philip James Wealth Mangement
Georgia
$325K +$303K +699 New
EBT
1444
Enterprise Bank & Trust
Massachusetts
$324K -$145K -335 -32%
RWP
1445
Revolve Wealth Partners
New Jersey
$322K +$12.1K +28 +4%
PDL
1446
Portfolio Design Labs
California
$321K -$1.7M -3,927 -85%
MFG
1447
MidWestOne Financial Group
Iowa
$321K – – –
GIM
1448
Goelzer Investment Management
Indiana
$320K -$21.6K -50 -7%
SMA
1449
Seven Mile Advisory
New Jersey
$320K +$3.9K +9 +1%
GJWM
1450
Gilliland Jeter Wealth Management
Arkansas
$320K -$74K -171 -20%