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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
251
Tarbox Family Office
California
$99K +$95.2K +2,522 New
AIA
252
Allegis Investment Advisors
Idaho
$93K +$89.2K +2,364 New
PSI
253
Pinnacle Summer Investments
Virginia
$90K +$86.2K +2,283 New
EFSCE
254
Enterprise Financial Services Corp (EFSC)
Missouri
$86K +$67.7K +1,795 +434%
HCC
255
Hirtle Callaghan & Co
Pennsylvania
$85K
ECM
256
Estabrook Capital Management
New York
$79K +$75.8K +2,009 New
FHA
257
First Horizon Advisors
Tennessee
$74K +$53.1K +1,408 +301%
CM
258
CoreCommodity Management
Connecticut
$70K +$67K +1,774 New
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$61.7K +1,635 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$64K +$61.7K +1,635 New
IA
261
IFP Advisors
Florida
$62K +$59.9K +1,587 New
PSC
262
Prentiss Smith & Co
Vermont
$61K +$58.8K +1,557 New
PMFA
263
Plante Moran Financial Advisors
Michigan
$59K +$56.2K +1,490 New
RFS
264
Rockefeller Financial Services
New York
$51K +$48.6K +1,288 New
PR
265
Payden & Rygel
California
$51K +$49.4K +1,308 New
AFP
266
Ausdal Financial Partners
Iowa
$48K +$45.7K +1,211 New
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$43K +$41.1K +1,090 New
FMP
268
Financial Management Professionals
Texas
$42K +$41.1K +1,090 New
GWM
269
Gupta Wealth Management
California
$39K +$37.7K +1,000 New
HNB
270
Huntington National Bank
Ohio
$32K +$30.3K +803 New
KT
271
Kanaly Trust
Texas
$32K +$30.8K +817 New
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$27K +$26K +690 New
DSC
273
Duncker Streett & Co
Missouri
$26K +$24.7K +654 New
KCPG
274
Kavar Capital Partners Group
Kansas
$25K +$24.7K +654 New
ATC
275
Adirondack Trust Company
New York
$24K +$30K +795 New