Name Holding Trade Value Shares
Change
Change in
Stake
QI
1376
Qtron Investments
Massachusetts
$392K +$430K +2,700 New
ZAM
1377
Zevin Asset Management
Massachusetts
$391K – – –
PAG
1378
Poinciana Advisors Group
Florida
$391K – – –
CA
1379
COFG Advisors
Illinois
$391K -$159 -1 -0%
EFSCE
1380
Enterprise Financial Services Corp (EFSC)
Missouri
$390K +$1.27K +8 +0.3%
NAM
1381
NTV Asset Management
West Virginia
$389K – – –
VP
1382
Verum Partners
North Carolina
$389K -$637 -4 -0.1%
SHGA
1383
Sand Hill Global Advisors
California
$389K -$955 -6 -0.2%
EWM
1384
Empirical Wealth Management
Washington
$387K -$186K -1,165 -30%
FFA
1385
Fragasso Financial Advisors
Pennsylvania
$387K -$9.39K -59 -2%
CAG
1386
Centerpoint Advisory Group
Kansas
$386K +$118K +743 +39%
SCI
1387
Silver Coast Investments
United States
$385K +$159 +1 +0%
WDG
1388
Wealth Dimensions Group
Ohio
$385K -$478 -3 -0.1%
MAA
1389
Mraz Amerine & Associates
California
$385K – – –
SWA
1390
SOA Wealth Advisors
New York
$385K – – –
TIAAOA
1391
Teachers Insurance & Annuity Association of America
New York
$385K – – –
GFG
1392
Goldstone Financial Group
Illinois
$384K – – –
FFP
1393
Freedom Financial Partners
Minnesota
$384K +$478 +3 +0.1%
PFGIA
1394
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$218K +1,366 +107%
AFM
1395
Armstrong Fleming & Moore
District of Columbia
$383K – – –
OA
1396
Oxbow Advisors
Texas
$383K -$30.3K -190 -7%
SSWG
1397
Seven Springs Wealth Group
Tennessee
$382K – – –
GS
1398
GWN Securities
Florida
$382K +$54.6K +343 +15%
BSB
1399
Bangor Savings Bank
Maine
$381K – – –
MCC
1400
Money Concepts Capital
Florida
$381K +$57.3K +360 +16%