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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1476
Proactive Wealth Strategies
Georgia
$378K +$348K +2,115 New
TWM
1477
Trueblood Wealth Management
Ohio
$377K +$5.75K +35 +2%
IBOK
1478
Independence Bank of Kentucky
Kentucky
$374K +$131K +795 +61%
LCM
1479
Landscape Capital Management
New Jersey
$373K -$889K -5,405 -72%
SMA
1480
Seven Mile Advisory
New Jersey
$373K +$61.7K +375 +22%
LEA
1481
Legacy Edge Advisors
New York
$370K – – –
JSC
1482
Jackson Square Capital
California
$368K +$27.9K +170 +9%
Savvy Advisors Inc
1483
Savvy Advisors Inc
New York
$368K -$157K -955 -32%
CCT
1484
Chemung Canal Trust
New York
$367K -$19.7K -120 -6%
Larson Financial Group
1485
Larson Financial Group
Missouri
$367K +$110K +670 +49%
EFSCE
1486
Enterprise Financial Services Corp (EFSC)
Missouri
$367K +$337K +2,050 New
LCM
1487
LCM Capital Management
Illinois
$366K +$14.8K +90 +5%
HDIM
1488
Hanson & Doremus Investment Management
Vermont
$363K -$56.7K -345 -15%
FFWA
1489
FRG Family Wealth Advisors
Washington
$361K – – –
CFA
1490
Cahill Financial Advisors
Minnesota
$360K +$14.8K +90 +5%
GAM
1491
Griffin Asset Management
New York
$360K – – –
PPWM
1492
Paragon Private Wealth Management
Kentucky
$360K +$330K +2,010 New
JFGIW
1493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$359K -$15.6K -95 -5%
RPC
1494
Rossmore Private Capital
Connecticut
$359K -$45.2K -275 -12%
PIA
1495
Powell Investment Advisors
Florida
$359K +$3.29K +20 +1%
TWM
1496
Thrive Wealth Management
Pennsylvania
$356K -$20.6K -125 -6%
LP
1497
LGL Partners
Pennsylvania
$356K -$11.5K -70 -3%
BWP
1498
Baldwin Wealth Partners
Massachusetts
$353K +$35.3K +215 +12%
TPWA
1499
Twin Peaks Wealth Advisors
California
$353K +$6.58K +40 +2%
BMCM
1500
Burns Matteson Capital Management
New York
$353K +$325K +1,975 New