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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1276
Minot Wealth Management
Massachusetts
$2.91M -$41.5K -800 -1%
TAM
1277
Trust Asset Management
Texas
$2.9M +$107K +2,067 +4%
WFG
1278
Wills Financial Group
Virginia
$2.89M -$91.9K -1,771 -3%
MCAI
1279
Members Capital Advisors Inc
Wisconsin
$2.89M +$290K +5,585 +11%
EFSCE
1280
Enterprise Financial Services Corp (EFSC)
Missouri
$2.88M -$37.2K -717 -1%
SAA
1281
Southeast Asset Advisors
Georgia
$2.88M +$3.22K +62 +0.1%
GTAM
1282
Global Trust Asset Management
Florida
$2.88M -$177K -3,418 -6%
SSWM
1283
Sheets Smith Wealth Management
North Carolina
$2.87M -$220K -4,239 -7%
KFP
1284
Keystone Financial Planning
Ohio
$2.87M +$27.6K +531 +1%
WDA
1285
Wendell David Associates
New Hampshire
$2.87M
CIM
1286
CCLA Investment Management
United Kingdom
$2.87M -$2.36M -45,527 -45%
4WM
1287
44 Wealth Management
Oregon
$2.87M +$317K +6,110 +12%
DI
1288
Diligent Investors
California
$2.87M -$167K -3,221 -5%
GBT
1289
Grove Bank & Trust
Florida
$2.87M -$72.6K -1,400 -2%
PK
1290
Pflug Koory
Nebraska
$2.87M -$26.6K -513 -0.9%
SIA
1291
Strategic Investment Advisors
Michigan
$2.86M +$65.6K +1,264 +2%
LA
1292
Lifeworks Advisors
Michigan
$2.86M +$1.25M +24,011 +77%
BPCE
1293
Bank Pictet & Cie (Europe)
Germany
$2.86M +$408K +7,854 +17%
FHB
1294
First Hawaiian Bank
Hawaii
$2.85M -$13.8K -266 -0.5%
CFGS
1295
Concourse Financial Group Securities
Alabama
$2.85M -$906K -17,471 -24%
OAMG
1296
Odey Asset Management Group
United Kingdom
$2.85M -$3.89M -75,000 -58%
FMTC
1297
Farmers & Merchants Trust Company
California
$2.84M +$78.9K +1,521 +3%
PWW
1298
Pettyjohn Wood & White
Virginia
$2.84M +$141K +2,710 +5%
BHBT
1299
Burke & Herbert Bank & Trust
Virginia
$2.83M -$102K -1,969 -3%
CWM
1300
Cornerstone Wealth Management
Missouri
$2.83M +$22.5K +434 +0.8%