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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
951
Enterprise Financial Services Corp (EFSC)
Missouri
$277K +$20.5K +156 +7%
CF
952
Centaurus Financial
California
$276K -$19.9K -151 -6%
LSAG
953
Lake Street Advisors Group
New Hampshire
$276K -$13.2K -100 -4%
BDF
954
Balasa Dinverno & Foltz
$274K +$47.9K +364 +19%
SCG
955
Sonata Capital Group
Washington
$272K
ECM
956
Evergreen Capital Management
Washington
$271K +$3.69K +28 +1%
IPW
957
Inlet Private Wealth
Florida
$269K
BWM
958
BerganKDV Wealth Management
Minnesota
$267K +$527 +4 +0.2%
DACG
959
Donor Advised Charitable Giving
California
$265K
HA
960
Harfst & Associates
Wyoming
$256K -$1.84K -14 -0.6%
SLG
961
Stanley-Laman Group
Pennsylvania
$256K +$287K +2,176 New
Vanguard Personalized Indexing Management
962
Vanguard Personalized Indexing Management
California
$253K +$283K +2,150 New
AAP
963
Arax Advisory Partners
Colorado
$252K -$32.1K -244 -10%
HPC
964
HM Payson & Co
Maine
$251K -$24.4K -185 -8%
BRWM
965
B. Riley Wealth Management
Tennessee
$251K +$280K +2,129 New
AIC
966
Ameritas Investment Company
Nebraska
$250K -$7.5K -57 -3%
CCMD
967
Cypress Capital Management (Delaware)
Delaware
$250K
GQG Partners
968
GQG Partners
Florida
$249K
OPS
969
Orion Portfolio Solutions
Nebraska
$249K +$38.6K +293 +16%
WT
970
Washington Trust
Rhode Island
$249K +$278K +2,113 New
HR
971
Hayden Royal
North Carolina
$248K +$2.77K +21 +1%
LPIC
972
LeJeune Puetz Investment Counsel
Michigan
$247K
ACM
973
Academy Capital Management
Texas
$246K +$275K +2,091 New
GIM
974
Groesbeck Investment Management
New Jersey
$244K -$342K -2,600 -56%
CCM
975
Chilton Capital Management
Texas
$243K +$10.7K +81 +4%