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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1026
Essex Financial Services
Connecticut
$685K -$83.8K -565 -10%
WA
1027
WBH Advisory
Maryland
$684K -$249K -1,675 -24%
ESCM
1028
Echo Street Capital Management
New York
$683K +$769K +5,180 New
WAOI
1029
Wealth Advisors of Iowa
Iowa
$680K +$15.6K +105 +8%
CFO
1030
Callan Family Office
Pennsylvania
$678K +$1.93K +13 +0.3%
PCM
1031
Parsons Capital Management
Rhode Island
$678K -$9.65K -65 -1%
VT
1032
Vise Technologies
New York
$677K -$34.4K -232 -4%
DWM
1033
Dechtman Wealth Management
Colorado
$676K +$761K +5,127 New
EWM
1034
Executive Wealth Management
Michigan
$675K -$277K -1,866 -27%
GA
1035
Geller Advisors
New York
$670K +$490K +3,300 +185%
AA
1036
Argent Advisors
Louisiana
$668K -$111K -751 -13%
ACM
1037
Argent Capital Management
Missouri
$668K -$21.9M -147,796 -97%
MCWS
1038
McKinley Carter Wealth Services
West Virginia
$668K -$136K -916 -15%
RMCM
1039
Reynders McVeigh Capital Management
Massachusetts
$665K -$890 -6 -0.1%
Jones Financial Companies
1040
Jones Financial Companies
Missouri
$665K -$268K -1,807 -26%
SB
1041
Sunflower Bank
Texas
$663K -$24K -162 -3%
EWA
1042
Encompass Wealth Advisors
Oregon
$663K +$148K +1,000 +25%
PWM
1043
Penobscot Wealth Management
Maine
$661K +$16.8K +113 +2%
SACTSONJ
1044
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$660K
PWM
1045
Peterson Wealth Management
Nevada
$656K +$507K +3,418 +220%
CPA
1046
Court Place Advisors
Maryland
$652K -$53.4K -360 -7%
FCT
1047
First Community Trust
Iowa
$652K
WI
1048
Wintrust Investments
Illinois
$650K -$834K -5,618 -53%
GFA
1049
Gallagher Fiduciary Advisors
Illinois
$648K -$36.2K -244 -5%
RA
1050
RFG Advisory
Alabama
$647K -$96.2K -648 -12%