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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
1226
M Holdings Securities
Oregon
$566K -$156K -976 -20%
Obermeyer Wealth Partners
1227
Obermeyer Wealth Partners
Colorado
$566K – – –
9WM
1228
9258 Wealth Management
Ohio
$566K +$20.3K +127 +3%
VWM
1229
Vigilare Wealth Management
Arizona
$564K -$24.7K -154 -4%
JWCA
1230
J.W. Coons Advisors
Ohio
$564K -$8.01K -50 -1%
TF
1231
Tompkins Financial
New York
$564K +$5.92K +37 +1%
PMG
1232
ProVise Management Group
Florida
$563K +$97.5K +609 +19%
RMC
1233
Resources Management Corp
Connecticut
$562K +$464K +2,899 +327%
BFIC
1234
Bedell Frazier Investment Counselling
California
$560K – – –
EFSCE
1235
Enterprise Financial Services Corp (EFSC)
Missouri
$560K +$10.1K +63 +2%
First Manhattan
1236
First Manhattan
New York
$560K +$24K +150 +4%
CM
1237
Columbus Macro
Pennsylvania
$559K +$1.28K +8 +0.2%
BOPW
1238
Brandywine Oak Private Wealth
Pennsylvania
$558K – – –
Foster Group
1239
Foster Group
Iowa
$556K +$29K +181 +5%
TFS
1240
Thoroughbred Financial Services
Tennessee
$555K -$11.4K -71 -2%
Wedmont Private Capital
1241
Wedmont Private Capital
Pennsylvania
$555K +$321K +2,008 +116%
GCM
1242
Gibraltar Capital Management
Oklahoma
$553K +$596K +3,724 New
TCOO
1243
Trust Company of Oklahoma
Oklahoma
$551K +$11.7K +73 +2%
SouthState Corp
1244
SouthState Corp
Florida
$549K -$13.3K -83 -2%
PCP
1245
Proficio Capital Partners
Massachusetts
$547K +$24K +150 +4%
QC
1246
Quent Capital
New York
$546K +$67.6K +422 +13%
SMH
1247
Sanders Morris Harris
Texas
$545K – – –
ZIG
1248
Zullo Investment Group
Pennsylvania
$543K +$39.4K +246 +7%
FNBSF
1249
First National Bank Sioux Falls
South Dakota
$543K +$92.1K +575 +19%
GIM
1250
Guardian Investment Management
California
$543K +$587K +3,665 New