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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
951
Golden State Wealth Management
California
$348K +$226K +1,731 +214%
WSC
952
Wellington Shields & Co
New York
$346K
FUBT
953
First United Bank & Trust
Maryland
$343K -$653 -5 -0.2%
PAM
954
Peak Asset Management
Colorado
$343K +$60.6K +464 +23%
FPA
955
First Pacific Advisors
California
$340K -$187K -1,430 -37%
PCA
956
Peddock Capital Advisors
Massachusetts
$340K -$15K -115 -4%
SC
957
Savant Capital
Illinois
$340K +$8.49K +65 +3%
AOWM
958
Alpha Omega Wealth Management
Virginia
$338K
IIM
959
Ipswich Investment Management
Massachusetts
$336K -$3.26K -25 -1%
WIM
960
Wittenberg Investment Management
Massachusetts
$333K -$87.3K -669 -22%
CCG
961
Ceeto Capital Group
Florida
$328K -$5.48K -42 -2%
VFA
962
Valeo Financial Advisors
Indiana
$328K +$21.4K +164 +7%
CBT
963
Capital Bank & Trust
California
$325K -$45K -345 -13%
B
964
Brightworth
Georgia
$325K
EFSCE
965
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$783 +6 +0.3%
PG
966
Pendal Group
Australia
$317K -$328K -2,514 -52%
WG
967
Winton Group
United Kingdom
$317K -$85.3K -653 -22%
LSAG
968
Lake Street Advisors Group
New Hampshire
$316K -$5.09K -39 -2%
IA
969
Independence Advisors
Pennsylvania
$314K +$70.1K +537 +31%
SCG
970
Sonata Capital Group
Washington
$313K -$3K -23 -1%
IPW
971
Inlet Private Wealth
Florida
$313K
MAA
972
Mraz Amerine & Associates
California
$311K -$30.6K -234 -9%
AF
973
Alerus Financial
North Dakota
$311K +$296K +2,270 New
ATPW
974
Ashton Thomas Private Wealth
Arizona
$310K +$296K +2,264 New
DACG
975
Donor Advised Charitable Giving
California
$309K