Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1826
ABLE Financial Group
Arizona
$710K +$652K +15,660 New
JC
1827
Jacobs & Co
California
$710K -$22.3K -535 -3%
RIA
1828
Richwood Investment Advisors
Ohio
$710K -$27.3K -656 -4%
NLP
1829
Next Level Private
New York
$710K -$15K -360 -2%
ESB
1830
Essex Savings Bank
Connecticut
$709K +$10.7K +258 +2%
ML
1831
McAdam LLC
Pennsylvania
$709K -$167K -4,016 -20%
FC
1832
FCA Corp
Texas
$709K -$10.9K -262 -2%
TCM
1833
Triumph Capital Management
Colorado
$707K +$33.6K +807 +5%
TCA
1834
Teewinot Capital Advisers
New York
$705K +$647K +15,533 New
CFA
1835
CWS Financial Advisors
Michigan
$704K +$37.8K +907 +6%
AGP
1836
Aspire Growth Partners
Florida
$703K -$43.9K -1,054 -6%
CAG
1837
Crestwood Advisors Group
Massachusetts
$703K +$65.4K +1,572 +11%
SI
1838
Seeds Investor
New York
$703K +$28.5K +684 +5%
KLCM
1839
KG&L Capital Management
Louisiana
$702K -$54.1K -1,299 -8%
IIM
1840
Ipswich Investment Management
Massachusetts
$701K -$23.9K -573 -4%
WCM
1841
Winebrenner Capital Management
Kentucky
$700K -$7.49K -180 -1%
AWM
1842
Avior Wealth Management
Nebraska
$700K -$1.12M -26,797 -64%
DE
1843
Diversified Enterprises
Delaware
$699K +$81.4K +1,955 +15%
WAL
1844
W Advisors LLC
Tennessee
$698K +$30.7K +738 +5%
EFSCE
1845
Enterprise Financial Services Corp (EFSC)
Missouri
$697K -$50.2K -1,206 -7%
OFS
1846
OneAscent Financial Services
Alabama
$695K +$30.5K +733 +5%
OCM
1847
One Capital Management
California
$695K +$180K +4,331 +39%
VP
1848
Verum Partners
North Carolina
$694K +$14K +336 +2%
RIG
1849
RiverFront Investment Group
Virginia
$693K +$258K +6,201 +68%
SN
1850
Sittner & Nelson
Oregon
$693K +$127K +3,059 +25%