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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
551
Penobscot Investment Management
Massachusetts
$218K +$204K +7,578 New
SW
552
SkyOak Wealth
Michigan
$216K +$202K +7,500 New
LWM
553
Liberty Wealth Management
California
$215K +$201K +7,480 New
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$215K +$201K +7,480 New
SF
555
Summit Financial
New Jersey
$215K +$201K +7,464 New
SPC
556
Sigma Planning Corp
Michigan
$213K +$199K +7,412 New
Bessemer Group
557
Bessemer Group
New Jersey
$211K +$119K +4,422 +153%
PI
558
PFG Investments
New York
$211K +$197K +7,318 New
PMFA
559
Plante Moran Financial Advisors
Michigan
$211K +$6.51K +242 +3%
FG
560
Foster Group
Iowa
$210K +$196K +7,281 New
MG
561
Mather Group
Illinois
$209K +$196K +7,272 New
MGIA
562
Moneta Group Investment Advisors
Missouri
$209K +$195K +7,259 New
SI
563
Severin Investments
Missouri
$209K -$381K -14,173 -66%
CW
564
CreativeOne Wealth
Kansas
$208K -$98.1K -3,648 -34%
PFW
565
Petros Family Wealth
Minnesota
$208K +$194K +7,229 New
WFA
566
Wellspring Financial Advisors
Ohio
$207K +$194K +7,206 New
SCTC
567
Sanibel Captiva Trust Company
Florida
$207K +$194K +7,205 New
FFN
568
Focus Financial Network
Minnesota
$207K +$194K +7,204 New
AIP
569
ARS Investment Partners
New York
$207K +$194K +7,200 New
SCM
570
Seascape Capital Management
New Hampshire
$206K +$192K +7,143 New
VAG
571
VisionPoint Advisory Group
Texas
$205K +$192K +7,133 New
WA
572
Wealthstream Advisors
New York
$205K +$191K +7,106 New
AWM
573
Angeles Wealth Management
California
$204K +$191K +7,094 New
ONB
574
Old National Bancorp
Indiana
$204K +$191K +7,093 New
JTWM
575
Jackson Thornton Wealth Management
Alabama
$204K +$184K +6,861 New