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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
Smithbridge Asset Management
Pennsylvania
$2.58M +$2.44M +7,414 New
EBT
1227
Enterprise Bank & Trust
Massachusetts
$2.57M +$12.2K +37 +0.5%
IFP Advisors
1228
IFP Advisors
Florida
$2.56M -$507K -1,539 -5%
CAAS
1229
Capital Asset Advisory Services
Michigan
$2.56M -$192K -584 -7%
CFS
1230
CRA Financial Services
New Jersey
$2.55M +$11.2K +34 +0.5%
ACS
1231
Archford Capital Strategies
Illinois
$2.55M +$103K +312 +4%
PMG
1232
ProVise Management Group
Florida
$2.54M -$41.1K -125 -2%
PIM
1233
Perpetual Investment Management
Australia
$2.53M – – –
Foundations Investment Advisors
1234
Foundations Investment Advisors
Arizona
$2.52M -$1.45M -4,415 -38%
Harvest Fund Management
1235
Harvest Fund Management
China
$2.52M -$33.2K -101 -1%
JI
1236
Jeereddi Investments
California
$2.51M – – –
LWM
1237
Lyell Wealth Management
California
$2.51M +$95.5K +290 +4%
SA
1238
Strategic Advisors
New York
$2.5M -$131K -398 -5%
Belpointe Asset Management
1239
Belpointe Asset Management
Nevada
$2.5M +$168K +509 +8%
TCM
1240
Twin Capital Management
Pennsylvania
$2.5M -$1.67M -5,079 -41%
FBT
1241
First Bank & Trust
South Dakota
$2.49M -$2.96K -9 -0.1%
CGA
1242
Channing Global Advisors
Florida
$2.49M -$67.1K -204 -3%
CCFCSB
1243
Cape Cod Five Cents Savings Bank
Massachusetts
$2.49M -$152K -461 -6%
Alphinity Investment Management
1244
Alphinity Investment Management
Australia
$2.48M +$713K +2,166 +43%
PP
1245
Patten & Patten
Tennessee
$2.48M -$53.7K -163 -2%
SP
1246
Symmetry Partners
Connecticut
$2.47M -$195K -591 -8%
EFSCE
1247
Enterprise Financial Services Corp (EFSC)
Missouri
$2.47M +$20.4K +62 +0.9%
AOWM
1248
Alpha Omega Wealth Management
Virginia
$2.45M – – –
Klingman & Associates
1249
Klingman & Associates
New York
$2.45M +$35.2K +107 +2%
WCM Investment Management
1250
WCM Investment Management
California
$2.45M +$1.95M +5,930 +538%