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Name Holding Trade Value Shares
Change
Change in
Stake
HighPoint Advisor Group
1151
HighPoint Advisor Group
Illinois
$278K -$2.01M -24,892 -89%
DSC
1152
Duncker Streett & Co
Missouri
$278K +$566 +7 +0.2%
CD
1153
Chapin Davis
Maryland
$277K +$240K +2,976 New
CWA
1154
Choice Wealth Advisors
Maine
$277K – – –
AC
1155
Addison Capital
Pennsylvania
$276K +$242 +3 +0.1%
LPT
1156
Legacy Private Trust
Wisconsin
$276K – – –
NRWA
1157
North Ridge Wealth Advisors
Oregon
$275K – – –
GIP
1158
Greatmark Investment Partners
Georgia
$274K – – –
GIM
1159
Goelzer Investment Management
Indiana
$273K – – –
NFP
1160
Narus Financial Partners
Utah
$272K -$8.08K -100 -3%
CWG
1161
Cornerstone Wealth Group
North Carolina
$272K +$248K +3,066 New
PC
1162
Purewater Capital
Texas
$271K +$235K +2,910 New
Fort Washington Investment Advisors
1163
Fort Washington Investment Advisors
Ohio
$270K -$159K -1,962 -40%
EFSCE
1164
Enterprise Financial Services Corp (EFSC)
Missouri
$270K +$234K +2,901 New
BIP Wealth
1165
BIP Wealth
Georgia
$270K +$234K +2,900 New
Badgley Phelps Wealth Managers
1166
Badgley Phelps Wealth Managers
Washington
$270K -$71.2K -881 -23%
RBFC
1167
Roman Butler Fullerton & Co
Missouri
$269K -$19.6K -242 -8%
1SB
1168
1ST Source Bank
Indiana
$268K +$646 +8 +0.3%
SCM
1169
Stonebridge Capital Management
California
$267K +$232K +2,876 New
TLP
1170
Trinity Legacy Partners
Texas
$267K -$40.9K -506 -15%
4WM
1171
44 Wealth Management
Oregon
$266K -$2.41M -29,804 -91%
MBT
1172
Montecito Bank & Trust
California
$266K -$21K -260 -8%
PUI
1173
Purpose Unlimited Inc
$265K +$230K +2,849 New
HFP
1174
Holistic Financial Partners
Indiana
$265K +$230K +2,848 New
CNC
1175
Canandaigua National Corp
New York
$264K +$229K +2,835 New