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Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
1401
Meridian Wealth Management
Kentucky
$236K -$40.7K -361 -15%
GAG
1402
GM Advisory Group
New York
$236K +$220K +1,948 New
SSW
1403
Smith Shellnut Wilson
Mississippi
$236K +$219K +1,946 New
EFSCE
1404
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$219K +1,945 New
PWM
1405
Purus Wealth Management
California
$236K +$219K +1,943 New
NRI
1406
NFP Retirement Inc
California
$234K +$218K +1,933 New
Exencial Wealth Advisors
1407
Exencial Wealth Advisors
Oklahoma
$234K +$218K +1,932 New
FNFDCM
1408
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$234K +$218K +1,931 New
FFA
1409
Fi3 Financial Advisors
Indiana
$234K +$218K +1,930 New
HFAS
1410
Hummer Financial Advisory Services
Illinois
$234K +$218K +1,930 New
JF
1411
Joule Financial
Kentucky
$233K -$23.3K -207 -10%
DCBT
1412
Dakota Community Bank & Trust
North Dakota
$233K +$107K +947 +97%
SB
1413
Strategic Blueprint
Georgia
$232K -$82K -727 -28%
RIM
1414
RW Investment Management
Idaho
$232K +$216K +1,913 New
STAS
1415
Strong Tower Advisory Services
Minnesota
$232K +$216K +1,912 New
EARNEST Partners
1416
EARNEST Partners
Georgia
$231K +$215K +1,909 New
JWA
1417
JFS Wealth Advisors
Pennsylvania
$231K +$4.06K +36 +2%
VAG
1418
VisionPoint Advisory Group
Texas
$230K +$214K +1,898 New
PB
1419
Pinnacle Bancorp
Nebraska
$229K – – –
BB
1420
Berkshire Bank
Massachusetts
$228K +$212K +1,883 New
RCG
1421
Regatta Capital Group
California
$228K -$24.5K -217 -10%
RDWM
1422
Red Door Wealth Management
Tennessee
$228K +$212K +1,879 New
MK
1423
MASTERINVEST Kapitalanlage
$228K +$212K +1,878 New
HBT
1424
Heartland Bank & Trust
Illinois
$227K +$211K +1,869 New
PJC
1425
Phillip James Consulting
Minnesota
$226K +$211K +1,868 New