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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
651
Venturi Wealth Management
Texas
$308K +$361K +4,720 New
SC
652
Slow Capital
California
$305K
EIP
653
Ellis Investment Partners
Pennsylvania
$305K +$348K +4,550 New
GT
654
Glenview Trust
Kentucky
$301K
CEP
655
Chicago Equity Partners
Illinois
$300K +$14.6K +191 +4%
HCP
656
Holt Capital Partners
Texas
$300K +$26.8K +350 +8%
CFD
657
Creative Financial Designs
Indiana
$299K +$14.2K +186 +4%
SP
658
Symmetry Partners
Connecticut
$297K +$338K +4,421 New
WCA
659
Westover Capital Advisors
Delaware
$296K -$4.67K -61 -1%
SCA
660
Sippican Capital Advisors
Massachusetts
$296K
WI
661
Wedgewood Investors
Pennsylvania
$296K
BSW
662
Buckingham Strategic Wealth
Missouri
$295K +$19.4K +253 +6%
DCM
663
Donaldson Capital Management
Indiana
$293K -$118K -1,543 -26%
GIM
664
Groesbeck Investment Management
New Jersey
$292K
CPIA
665
Cornell Pochily Investment Advisors
New York
$290K -$8.03K -105 -2%
FQ
666
First Quadrant
California
$284K -$17.6M -230,554 -98%
LB
667
Landmark Bank
Missouri
$284K +$20.7K +270 +7%
Lazard Asset Management
668
Lazard Asset Management
New York
$282K
EFSCE
669
Enterprise Financial Services Corp (EFSC)
Missouri
$280K +$5.81K +76 +2%
WF
670
Welch & Forbes
Massachusetts
$277K +$316K +4,126 New
REMPR
671
Roof Eidam Maycock Peralta (REMP)
California
$276K -$24.8K -324 -7%
HAG
672
HighPoint Advisor Group
Illinois
$275K -$261K -3,409 -50%
WHG
673
Westwood Holdings Group
Texas
$275K
CP
674
Camelot Portfolios
Ohio
$272K +$14K +183 +5%
WWM
675
Western Wealth Management
Colorado
$270K +$309K +4,033 New