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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
801
Harbor Investment Advisory
Maryland
$76K – – –
BC
802
Bartlett & Co
Ohio
$75K -$13.6K -450 -15%
BCWM
803
Bartlett & Co Wealth Management
Ohio
$74.7K -$13.6K -450 -15%
VCG
804
Vantage Consulting Group
Virginia
$73K +$72.9K +2,415 New
IAIM
805
International Assets Investment Management
Florida
$71K +$70.6K +2,340 New
PCM
806
Penserra Capital Management
California
$69K +$7.7K +255 +13%
ADL
807
Asset Dedication LLC
California
$68K – – –
SIAP
808
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K – – –
BCA
809
Berman Capital Advisors
Georgia
$68K +$8.6K +285 +14%
VCM
810
Versant Capital Management
Arizona
$67K – – –
LJHT
811
Laurie J. Hall Trustee
$66K – – –
TWA
812
TCI Wealth Advisors
Arizona
$60K -$1.36K -45 -2%
RPWA
813
Regent Peak Wealth Advisors
Georgia
$58K +$58.4K +1,935 New
RA
814
Reby Advisors
Connecticut
$57K +$56.6K +1,875 New
CWC
815
Carolinas Wealth Consulting
North Carolina
$56K +$23.1K +765 +71%
LC
816
Lindbrook Capital
California
$51K -$3.62K -120 -7%
EFSCE
817
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$906 +30 +2%
FP
818
Financial Perspectives
Minnesota
$49.3K +$4.08K +135 +9%
FC
819
FORA Capital
Florida
$49K -$1.11M -36,765 -96%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$49K +$1.81K +60 +4%
CI
821
CX Institutional
Indiana
$48K +$6.34K +210 +15%
CCM
822
Covington Capital Management
California
$47K +$47.1K +1,560 New
JCM
823
Jacobi Capital Management
Pennsylvania
$46K -$34K -1,125 -42%
AP
824
Atwood & Palmer
Missouri
$45K – – –
CA
825
Clearstead Advisors
Ohio
$45K – – –
31 32
33
34 35