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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
251
Central Trust Company
Missouri
$197K
AG
252
Advisor Group
Arizona
$192K -$1.22K -33 -0.6%
DADC
253
D.A. Davidson & Co
Montana
$188K +$9.76K +265 +5%
CWM
254
Cedar Wealth Management
California
$168K
HCC
255
Hirtle Callaghan & Co
Pennsylvania
$139K +$142K +3,851 New
TFO
256
Tarbox Family Office
California
$129K +$38.8K +1,053 +42%
WT
257
Whittier Trust
California
$100K
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$89K
First Manhattan
259
First Manhattan
New York
$82K
AI
260
ArchPoint Investors
Florida
$79K +$81.3K +2,208 New
FHA
261
First Horizon Advisors
Tennessee
$78K -$5.71K -155 -7%
CM
262
CoreCommodity Management
Connecticut
$64K
PSC
263
Prentiss Smith & Co
Vermont
$56K
IA
264
IFP Advisors
Florida
$51K +$184 +5 +0.4%
SAM
265
Solaris Asset Management
New York
$50K -$5.16K -140 -9%
PR
266
Payden & Rygel
California
$47K
RFS
267
Rockefeller Financial Services
New York
$47K
TCOV
268
Trust Company of Vermont
Vermont
$47K +$36.1K +981 +300%
TWMP
269
Taylor Wealth Management Partners
Massachusetts
$45K +$46K +1,250 New
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$4.02K +109 +10%
GWM
271
Geneos Wealth Management
Colorado
$42K +$33.4K +906 +318%
ECM
272
Estabrook Capital Management
New York
$41K
FMP
273
Financial Management Professionals
Texas
$39K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$37K -$8.91K -242 -19%
VIA
275
Vantage Investment Advisors
Pennsylvania
$36K