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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1151
Strategic Blueprint
Georgia
$516K +$40.3K +215 +8%
CP
1152
Castleview Partners
Texas
$516K +$154K +822 +37%
CA
1153
Clearstead Advisors
Ohio
$515K +$15.9K +85 +3%
CIM
1154
CIM Investment Management
Pennsylvania
$511K
CST
1155
Charles Schwab Trust
Nevada
$510K -$8.62K -46 -2%
TPI
1156
Trust Point Inc
Wisconsin
$510K +$106K +565 +23%
CPBTD
1157
Central Pacific Bank - Trust Division
Hawaii
$509K +$571K +3,046 New
RAM
1158
Readystate Asset Management
Illinois
$508K +$563K +3,005 New
BG
1159
Bollard Group
Massachusetts
$508K
PAM
1160
Pegasus Asset Management
New York
$508K
AI
1161
Accredited Investors
Minnesota
$507K
MPW
1162
MGO Private Wealth
California
$500K +$180K +962 +48%
MGIA
1163
Moneta Group Investment Advisors
Missouri
$499K +$86K +459 +18%
FW
1164
FirstPurpose Wealth
Utah
$497K +$152K +812 +36%
CFA
1165
CWS Financial Advisors
Michigan
$496K -$38.8K -207 -7%
VCA
1166
Verdence Capital Advisors
Maryland
$495K +$9.37K +50 +2%
EFSCE
1167
Enterprise Financial Services Corp (EFSC)
Missouri
$489K -$28.5K -152 -5%
QCIG
1168
Quad-Cities Investment Group
Iowa
$488K
GFP
1169
Gryphon Financial Partners
Ohio
$486K -$34.8K -186 -6%
DWM
1170
Dogwood Wealth Management
Kansas
$485K +$119K +637 +29%
FNBT
1171
FineMark National Bank & Trust
Florida
$483K -$6.18K -33 -1%
RFS
1172
Richardson Financial Services
Massachusetts
$480K +$48.9K +261 +10%
GSC
1173
Grey Street Capital
Illinois
$478K +$529K +2,824 New
IFG
1174
Independent Financial Group
California
$477K -$1.5K -8 -0.3%
NWA
1175
New World Advisors
Massachusetts
$476K +$115K +616 +28%