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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1676
JGP Wealth Management
Oregon
$617K -$16K -647 -3%
PAS
1677
Professional Advisory Services
Florida
$616K -$4.94K -200 -0.8%
PFW
1678
Petros Family Wealth
Minnesota
$616K -$55.5K -2,248 -9%
ADL
1679
Asset Dedication LLC
California
$612K -$140K -5,663 -19%
POIA
1680
Pin Oak Investment Advisors
Texas
$612K -$58.4K -2,365 -9%
IPW
1681
Impact Partnership Wealth
Georgia
$611K +$592K +23,999 New
BSSFA
1682
Baron Silver Stevens Financial Advisors
Florida
$611K +$350K +14,173 +144%
ECA
1683
Elevated Capital Advisors
Utah
$610K -$12K -486 -2%
PEA
1684
Park Edge Advisors
Ohio
$610K
HCM
1685
Hutchinson Capital Management
California
$609K -$5.31K -215 -0.9%
MFG
1686
MidWestOne Financial Group
Iowa
$609K -$41.9K -1,696 -7%
CCT
1687
Chemung Canal Trust
New York
$607K -$113K -4,560 -16%
PCMN
1688
Paradigm Capital Management (Nevada)
Nevada
$607K -$382K -15,494 -39%
SAM
1689
Summit Asset Management
Tennessee
$607K -$7.41K -300 -1%
DFA
1690
Delta Financial Advisors
Louisiana
$606K +$47.3K +1,918 +9%
PWM
1691
Palacios Wealth Management
Florida
$604K +$79.5K +3,223 +16%
MJRIC
1692
Mogy Joel R Investment Counsel
California
$602K
CHAM
1693
Clear Harbor Asset Management
Connecticut
$602K -$4.94K -200 -0.8%
MA
1694
MJP Associates
Connecticut
$601K +$92.1K +3,730 +19%
CA
1695
Claris Advisors
Missouri
$601K
Members Trust
1696
Members Trust
Florida
$599K +$5.8K +235 +1%
CPBTD
1697
Central Pacific Bank - Trust Division
Hawaii
$599K -$6.91K -280 -1%
PTP
1698
Platform Technology Partners
New York
$599K -$21.1K -855 -4%
AC
1699
Apella Capital
Connecticut
$598K +$44.7K +1,813 +8%
EFSCE
1700
Enterprise Financial Services Corp (EFSC)
Missouri
$597K -$67.8K -2,746 -10%