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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1201
Sentinel Trust
Texas
$276K – – –
IAS
1202
Investment Advisory Services
Texas
$274K – – –
EHC
1203
Everett Harris & Co
California
$273K – – –
IFG
1204
Independent Financial Group
California
$273K -$71.3K -1,331 -18%
JHP
1205
James Hambro & Partners
United Kingdom
$272K +$314K +5,862 New
BG
1206
Bahl & Gaynor
Ohio
$269K – – –
XWL
1207
XXI Wealth LLC
Illinois
$269K -$101K -1,878 -24%
PP
1208
PDS Planning
Ohio
$269K +$2.68K +50 +0.9%
DE
1209
Defiance ETFs
New York
$268K +$59.5K +1,110 +23%
WANY
1210
Wealthspire Advisors (New York)
New York
$268K -$20.4K -380 -6%
FMC
1211
First Merchants Corp
Indiana
$266K -$155K -2,887 -34%
PFA
1212
Providence Financial Advisors
Kansas
$266K +$1.07K +20 +0.4%
TNB
1213
Thomasville National Bank
Georgia
$266K +$306K +5,719 New
EFM
1214
E Fund Management
China
$266K +$10.7K +199 +4%
KF
1215
Krilogy Financial
Missouri
$265K -$25.4K -474 -8%
CC
1216
Cornerstone Capital
California
$265K – – –
PBK
1217
Peoples Bank (Kansas)
Kansas
$265K – – –
TIP
1218
Torray Investment Partners
Maryland
$264K – – –
RB
1219
Rodgers Brothers
Pennsylvania
$264K – – –
SC
1220
Sapient Capital
Indiana
$264K -$118K -2,198 -28%
RPC
1221
Rossmore Private Capital
Connecticut
$262K +$75K +1,400 +33%
NPT
1222
Nixon Peabody Trust
Massachusetts
$261K – – –
AA
1223
Alta Advisers
United Kingdom
$261K – – –
LFA
1224
Legacy Financial Advisors
Kentucky
$258K +$7.99K +149 +3%
SCA
1225
STALEY CAPITAL ADVISERS
Pennsylvania
$258K – – –