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Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
1801
Walkner Condon Financial Advisors
Wisconsin
$297K
CG
1802
CFO4Life Group
Texas
$296K -$3.26K -15 -1%
FUBT
1803
First United Bank & Trust
Maryland
$296K
LFG
1804
Lazard Frères Gestion
France
$295K -$114K -525 -25%
CCM
1805
Canal Capital Management
Virginia
$295K -$35.2K -162 -11%
EWM
1806
Elite Wealth Management
Washington
$295K +$1.95K +9 +0.7%
AIP
1807
Almanack Investment Partners
Pennsylvania
$294K -$286K -1,317 -50%
LBC
1808
Lawrence B. Cohen
$294K -$171K -789 -38%
BWP
1809
Baldwin Wealth Partners
Massachusetts
$294K +$1.95K +9 +0.7%
LS
1810
Leelyn Smith
Illinois
$293K
KPWG
1811
KFA Private Wealth Group
Virginia
$292K -$6.51K -30 -2%
ECM
1812
EagleClaw Capital Management
Massachusetts
$292K
LC
1813
Lincoln Capital
Nebraska
$292K
BCM
1814
BTR Capital Management
California
$292K +$280K +1,290 New
EFSCE
1815
Enterprise Financial Services Corp (EFSC)
Missouri
$291K -$104K -477 -27%
BG
1816
Bahl & Gaynor
Ohio
$291K
FPGK
1817
Financial Partners Group (Kansas)
Kansas
$291K +$33.2K +153 +14%
BO
1818
BRR OpCo
Ohio
$290K -$261K -1,203 -48%
ZB
1819
Zions Bancorporation
Utah
$290K -$3.26K -15 -1%
DE
1820
Day & Ennis
Georgia
$290K
SP
1821
Successful Portfolios
Florida
$290K
TWP
1822
Tempus Wealth Planning
California
$289K +$11.7K +54 +4%
BFG
1823
Bouchey Financial Group
New York
$288K -$46.2K -213 -14%
IFA
1824
Interactive Financial Advisors
Illinois
$286K
AWM
1825
Activest Wealth Management
Florida
$285K -$106K -486 -28%