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Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1026
American National Bank & Trust
Texas
$268K -$11.9K -18 -5%
WDL
1027
Well Done LLC
Michigan
$266K +$660 +1 +0.3%
TNA
1028
True North Advisors
Texas
$266K +$232K +351 New
SSG
1029
Summit Securities Group
New York
$265K +$170K +257 +273%
OPA
1030
Old Port Advisors
Maine
$264K +$5.94K +9 +3%
BHPW
1031
Beverly Hills Private Wealth
California
$263K -$199K -302 -46%
JWM
1032
JGP Wealth Management
Oregon
$263K +$229K +347 New
CA
1033
Callahan Advisors
Texas
$262K
WRPWM
1034
Werba Rubin Papier Wealth Management
California
$262K
1IA
1035
1834 Investment Advisors
Wisconsin
$261K -$164K -249 -42%
JSW
1036
Journey Strategic Wealth
New Jersey
$261K +$228K +345 New
EL
1037
EWA LLC
Pennsylvania
$261K +$193K +293 New
CCB
1038
Cutter & Co Brokerage
Missouri
$260K -$33K -50 -13%
BAM
1039
Belpointe Asset Management
Nevada
$257K -$8.58K -13 -4%
HFP
1040
Holistic Financial Partners
Indiana
$257K +$225K +340 New
JWM
1041
Janiczek Wealth Management
Colorado
$257K +$45.6K +69 +26%
PWP
1042
Phillips Wealth Planners
Mississippi
$255K +$226K +343 New
MAS
1043
Meeder Advisory Services
Ohio
$255K +$222K +336 New
VBCG
1044
Valley Brook Capital Group
Pennsylvania
$254K +$221K +335 New
SPC
1045
Sigma Planning Corp
Michigan
$251K -$96.4K -146 -31%
AAM
1046
Aureus Asset Management
Massachusetts
$251K +$219K +331 New
SRC
1047
Shufro Rose & Co
New York
$250K
WDA
1048
Wendell David Associates
New Hampshire
$250K +$218K +330 New
BB
1049
Busey Bank
Illinois
$250K +$218K +330 New
CIA
1050
Capital Investment Advisors
Georgia
$249K +$217K +329 New