Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1401
Smartleaf Asset Management
Massachusetts
$407K +$53.9K +367 +15%
WAM
1402
Weatherly Asset Management
California
$406K – – –
GS
1403
GTS Securities
Florida
$405K +$93.9K +639 +30%
HCM
1404
Hollencrest Capital Management
California
$404K +$130K +887 +48%
ADMI
1405
Albert D. Mason Inc
Massachusetts
$403K – – –
SWM
1406
Silverlake Wealth Management
Vermont
$402K – – –
EFSCE
1407
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$1.47K +10 +0.4%
WGCA
1408
Wolf Group Capital Advisors
Virginia
$400K +$400K +2,725 New
SCI
1409
Silver Coast Investments
United States
$400K -$57.4K -391 -13%
IWM
1410
Integris Wealth Management
California
$400K – – –
BAM
1411
Berkshire Asset Management
Pennsylvania
$400K +$28.9K +197 +7%
GAB
1412
German American Bancorp
Indiana
$399K -$46K -313 -10%
CCM
1413
Cox Capital Management
Massachusetts
$397K – – –
MA
1414
MBA Advisors
Pennsylvania
$396K +$14.3K +97 +4%
ZAM
1415
Zevin Asset Management
Massachusetts
$396K -$882 -6 -0.2%
Los Angeles Capital Management
1416
Los Angeles Capital Management
California
$396K -$22.3K -152 -5%
GFG
1417
Goldstone Financial Group
Illinois
$395K +$396K +2,692 New
PAG
1418
Poinciana Advisors Group
Florida
$395K -$1.91K -13 -0.5%
MA
1419
MAS Advisors
Florida
$394K -$25K -170 -6%
WPC
1420
Wedmont Private Capital
Pennsylvania
$394K -$7.79K -53 -2%
WDG
1421
Wealth Dimensions Group
Ohio
$394K +$7.49K +51 +2%
EAM
1422
Eukles Asset Management
Ohio
$394K -$11.9K -81 -3%
AIA
1423
Affinity Investment Advisors
California
$394K +$61.7K +420 +19%
DAC
1424
Dividend Assets Capital
South Carolina
$392K +$29.4K +200 +8%
AWM
1425
Ariadne Wealth Management
California
$391K -$13.7K -93 -3%