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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
776
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$26.9K +84 +311%
RIM
777
Rockbridge Investment Management
New York
$52K +$27.5K +86 +358%
FP
778
Financial Perspectives
Minnesota
$50.8K – – –
CAL
779
Capital Advisors Ltd
Ohio
$48K – – –
PCG
780
Private Capital Group
Connecticut
$48K +$9.27K +29 +39%
SIM
781
Seaview Investment Managers
Florida
$48K +$33.3K +104 New
BFEC
782
Benjamin F. Edwards & Company
Missouri
$47K -$16K -50 -33%
BFC
783
Bedel Financial Consulting
Indiana
$47K -$11.5K -36 -27%
AWM
784
Avondale Wealth Management
Texas
$47K – – –
CCM
785
Cribstone Capital Management
Maine
$47K – – –
CFB
786
Cullen/Frost Bankers
Texas
$47K – – –
SFSIG
787
San Francisco Sentry Investment Group
California
$47K – – –
SIA
788
SeaBridge Investment Advisors
New Jersey
$47K – – –
PP
789
PrairieView Partners
Minnesota
$47K +$16K +50 +100%
NR
790
Newfound Research
Massachusetts
$47K +$32.3K +101 New
GEA
791
Glen Eagle Advisors
New Jersey
$46.5K – – –
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$45K -$35.5K -111 -54%
DOA
793
D'Orazio & Associates
Virginia
$44K +$640 +2 +2%
ZB
794
Zions Bancorporation
Utah
$42K +$16.9K +53 +147%
GAM
795
Gemmer Asset Management
California
$41K – – –
WAS
796
Winch Advisory Services
Wisconsin
$41K +$21.7K +68 +340%
JWA
797
JFS Wealth Advisors
Pennsylvania
$40K -$1.28K -4 -4%
RFA
798
Reilly Financial Advisors
California
$40K +$6.4K +20 +31%
FMP
799
Financial Management Professionals
Texas
$39K – – –
OC
800
Oakworth Capital
Alabama
$39K +$4.16K +13 +19%