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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1526
Corient IA
Florida
$664K +$777K +4,000 New
MUAMU
1527
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$664K +$777K +4,000 New
TWPM
1528
Total Wealth Planning & Management
Florida
$663K +$50.5K +260 +7%
GWCM
1529
Godshalk Welsh Capital Management
Pennsylvania
$661K +$4.86K +25 +0.6%
AV
1530
Aspiring Ventures
Ohio
$660K +$14.4K +74 +2%
FNBOH
1531
First National Bank of Hutchinson
Kansas
$659K +$10.7K +55 +1%
BWM
1532
BKM Wealth Management
Wisconsin
$657K -$66.7K -343 -8%
EFSCE
1533
Enterprise Financial Services Corp (EFSC)
Missouri
$655K -$313K -1,609 -29%
UCMOK
1534
United Capital Management of KS
Kansas
$654K +$19.6K +101 +3%
DWM
1535
Dogwood Wealth Management
Kansas
$653K +$35.8K +184 +5%
BSC
1536
Brown Shipley & Co
United Kingdom
$652K +$10.7K +55 +1%
DBRC
1537
D.B. Root & Company
Pennsylvania
$650K +$170K +874 +29%
AF
1538
Aviso Financial
Ontario, Canada
$650K -$36.3K -187 -5%
PFPT
1539
Pinnacle Financial Partners (Tennessee)
Tennessee
$649K +$64.3K +331 +9%
PGF
1540
Plan Group Financial
Oklahoma
$648K +$346K +1,780 +84%
RMCM
1541
Reynders McVeigh Capital Management
Massachusetts
$648K -$82.4K -424 -10%
SMC
1542
Smith, Moore & Co
Missouri
$648K +$41.8K +215 +6%
RBC
1543
Romano Brothers & Co
Illinois
$644K +$11.7K +60 +2%
GCP
1544
GSA Capital Partners
United Kingdom
$643K -$931K -4,790 -55%
QPWM
1545
Quadrant Private Wealth Management
Pennsylvania
$643K -$20K -103 -3%
MA
1546
Modus Advisors
Minnesota
$640K +$62.2K +320 +9%
MPPLM
1547
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$639K +$749K +3,852 New
ECM
1548
Elgethun Capital Management
South Dakota
$638K -$30.5K -157 -4%
BAM
1549
Berkshire Asset Management
Pennsylvania
$636K -$2.72K -14 -0.4%
MAS
1550
Meeder Advisory Services
Ohio
$635K -$17.5K -90 -2%