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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
726
Syntegra Private Wealth Group
Missouri
$236K +$2.93K +20 +1%
PG
727
Patten Group
Tennessee
$236K – – –
ECG
728
Edge Capital Group
Georgia
$235K – – –
PBC
729
Pavion Blue Capital
California
$235K -$6.31K -43 -3%
BWM
730
Baron Wealth Management
Michigan
$234K +$7.77K +53 +4%
CT
731
Colonial Trust
South Carolina
$234K +$55.9K +381 +32%
FFB
732
First Financial Bankshares
Texas
$234K -$1.47K -10 -0.6%
NDSI
733
Newman Dignan & Sheerar Inc
Rhode Island
$233K – – –
PVI
734
Pine Valley Investments
New Jersey
$232K -$46.5K -317 -17%
WF
735
Wayfinding Financial
Washington
$232K +$8.65K +59 +4%
DCM
736
Donaldson Capital Management
Indiana
$231K -$4.99K -34 -2%
RWB
737
RMR Wealth Builders
New Jersey
$229K – – –
VT
738
Vise Technologies
New York
$229K +$223K +1,521 New
AWM
739
AllSquare Wealth Management
New York
$228K – – –
JFG
740
Jefferies Financial Group
New York
$226K -$454K -3,095 -67%
AL
741
Arnhold LLC
New York
$226K – – –
KIA
742
Knollwood Investment Advisory
Maryland
$226K +$220K +1,500 New
PFPT
743
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K +$10.1K +69 +5%
BWP
744
Baldwin Wealth Partners
Massachusetts
$225K – – –
MBTD
745
Mechanics Bank - Trust Department
California
$224K +$219K +1,490 New
NHC
746
Nicholas Hoffman & Company
Georgia
$223K – – –
3IP
747
3Chopt Investment Partners
Virginia
$222K +$217K +1,479 New
BBA
748
Baader Bank Aktiengesellschaft
Germany
$222K +$217K +1,479 New
LGF
749
LGT Group Foundation
Liechtenstein
$222K +$216K +1,473 New
HFP
750
Holistic Financial Partners
Indiana
$221K -$7.92K -54 -4%
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