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Name Holding Trade Value Shares
Change
Change in
Stake
LFP
1001
Lakeshore Financial Planning
Michigan
$339K -$5.85K -68 -2%
LAI
1002
Legal Advantage Investments
California
$339K
OS
1003
Objectivity Squared
South Carolina
$339K +$1.72K +20 +0.6%
TA
1004
TFG Advisers
Michigan
$338K +$6.71K +78 +2%
SQA
1005
Simon Quick Advisors
New Jersey
$338K +$54.2K +631 +20%
LIM
1006
Letson Investment Management
Georgia
$338K +$19.3K +225 +6%
IF
1007
Insight Folios
North Carolina
$337K -$15.9K -185 -5%
NB
1008
Nicolet Bankshares
Wisconsin
$336K -$1.29K -15 -0.4%
CCP
1009
Carmel Capital Partners
California
$336K +$28K +326 +9%
FWTB
1010
First Western Trust Bank
Colorado
$336K
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$335K +$7.48K +87 +2%
AWA
1012
Aaron Wealth Advisors
Illinois
$335K +$35K +407 +12%
FIBT
1013
First International Bank & Trust
North Dakota
$334K
TPI
1014
Trust Point Inc
Wisconsin
$334K -$26.6K -309 -8%
IAA
1015
Ironsides Asset Advisors
North Carolina
$333K
AT
1016
American Trust
Kentucky
$333K -$3.44K -40 -1%
CC
1017
Chicago Capital
Illinois
$333K
FPAS
1018
Focus Partners Advisor Solutions
Missouri
$333K +$320K +3,726 New
NSB
1019
Norway Savings Bank
Maine
$332K
AFC
1020
AFT Forsyth & Company
Florida
$328K
SC
1021
Schoolcraft Capital
Colorado
$327K
AR
1022
Apeiron RIA
Texas
$326K
EIP
1023
Ellis Investment Partners
Pennsylvania
$326K +$516 +6 +0.2%
SPC
1024
Spirepoint Private Client
Florida
$326K
LA
1025
Legacy Advisors
Pennsylvania
$326K +$43K +500 +16%