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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
2051
Clear Harbor Asset Management
Connecticut
$138K +$132K +700 New
PFO
2052
Pathstone Family Office
New Jersey
$137K – – –
MWC
2053
MBM Wealth Consultants
Missouri
$136K – – –
APC
2054
Aspire Private Capital
North Carolina
$130K +$14.1K +75 +13%
WPA
2055
West Paces Advisors
Georgia
$129K – – –
BAMG
2056
Brand Asset Management Group
Missouri
$126K – – –
GAM
2057
Gemmer Asset Management
California
$123K – – –
FWM
2058
Focused Wealth Management
New York
$120K -$11.3K -60 -9%
RWG
2059
Regal Wealth Group
California
$117K +$1.13K +6 +1%
EARNEST Partners
2060
EARNEST Partners
Georgia
$114K – – –
JWBC
2061
John W. Brooker & Co
California
$103K – – –
ONST
2062
Old North State Trust
North Carolina
$102K +$97.6K +518 New
HFA
2063
HC Financial Advisors
California
$100K – – –
PGAM
2064
Princeton Global Asset Management
New Jersey
$97K -$125K -665 -57%
TFGT
2065
TS Financial Group (TSFG)
Illinois
$95K – – –
EFSCE
2066
Enterprise Financial Services Corp (EFSC)
Missouri
$93K +$13K +69 +17%
PK
2067
Pflug Koory
Nebraska
$92K – – –
VCM
2068
Versant Capital Management
Arizona
$91K +$565 +3 +0.7%
CDIA
2069
Capital Directions Investment Advisors
Georgia
$90K – – –
BWA
2070
BDO Wealth Advisors
Florida
$90K +$41.8K +222 +94%
FNBOSM
2071
First National Bank of South Miami
Florida
$79K +$75.3K +400 New
SL
2072
Savior LLC
Massachusetts
$78K -$377 -2 -0.5%
SIAP
2073
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$78K -$377 -2 -0.5%
RMC
2074
Resources Management Corp
Connecticut
$72K – – –
MF
2075
Manchester Financial
California
$72K +$2.83K +15 +4%