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Name Holding Trade Value Shares
Change
Change in
Stake
NBG
801
Nancy B. Gardiner
$283K
FMWA
802
Forvis Mazars Wealth Advisors
Missouri
$282K +$4.53K +94 +2%
HKAM
803
Horizon Kinetics Asset Management
New York
$280K +$270K +5,600 New
NFG
804
Nations Financial Group
Iowa
$278K +$4.82K +100 +2%
AW
805
Alpha Windward
Massachusetts
$277K -$4.19K -87 -2%
FC
806
Ferris Capital
Massachusetts
$277K
STMM
807
South Texas Money Management
Texas
$276K +$1.74K +36 +0.7%
AAS
808
Avantax Advisory Services
Texas
$273K -$12.5K -259 -5%
GWM
809
Geneos Wealth Management
Colorado
$271K
SW
810
SlateStone Wealth
Florida
$270K +$260K +5,400 New
MCM
811
Maple Capital Management
Vermont
$269K +$19.3K +400 +8%
MMA
812
Miracle Mile Advisors
California
$265K
CRC
813
Curi RMB Capital
Illinois
$265K +$256K +5,313 New
FCI
814
Financial Counselors Inc
Kansas
$264K +$254K +5,281 New
CFSG
815
Community Financial Services Group
Vermont
$263K +$12K +250 +5%
ATPW
816
Ashton Thomas Private Wealth
Arizona
$262K +$253K +5,249 New
FMLI
817
Fukoku Mutual Life Insurance
Japan
$260K
MHS
818
M Holdings Securities
Oregon
$260K +$250K +5,195 New
PGFC
819
Peapack-Gladstone Financial Corp
New Jersey
$259K -$39.7K -823 -14%
QCG
820
Quadrant Capital Group
Ohio
$259K +$48K +997 +23%
WGCA
821
Wolf Group Capital Advisors
Virginia
$258K -$247K -5,122 -50%
CCM
822
Covington Capital Management
California
$258K
LBC
823
Lowe Brockenbrough & Co
Virginia
$258K +$26.5K +550 +12%
HTHT
824
Hemenway Trust Hemenway Trust
New Hampshire
$257K
EP
825
Edgestream Partners
New Jersey
$257K +$248K +5,146 New