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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
451
Noesis Capital Mangement
Florida
$279K
WP
452
WealthPLAN Partners
Nebraska
$278K -$35.1K -544 -11%
RWA
453
Ropes Wealth Advisors
Massachusetts
$276K
CFD
454
Creative Financial Designs
Indiana
$275K +$192K +2,980 +218%
KOCAA
455
Knights of Columbus Asset Advisors
Connecticut
$273K +$6.25K +97 +2%
KA
456
Klingman & Associates
New York
$271K -$4.25K -66 -2%
RGC
457
Roberts, Glore & Co
Illinois
$270K
CWM
458
Compass Wealth Management
Connecticut
$265K
CFB
459
Cullen/Frost Bankers
Texas
$265K +$7.09K +110 +3%
KPWS
460
Kestra Private Wealth Services
Texas
$258K -$21K -325 -7%
FHA
461
First Horizon Advisors
Tennessee
$258K +$10.1K +157 +4%
RJT
462
Raymond James Trust
Florida
$258K -$4.51K -70 -2%
PMA
463
Prudent Man Advisors
Illinois
$257K
KP
464
Keel Point
Alabama
$254K +$2.06K +32 +0.8%
Millennium Management
465
Millennium Management
New York
$254K -$46.8M -726,193 -99%
RPCONE
466
Retirement Planning Company of New England
Rhode Island
$254K +$3.74K +58 +1%
RCM
467
Regency Capital Management
Hawaii
$251K
FMP
468
Financial Management Professionals
Texas
$250K +$24.2K +376 +11%
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$247K +$95.4K +1,480 +61%
CWM
470
Cadence Wealth Management
Massachusetts
$244K +$248K +3,843 New
CFO
471
CVA Family Office
Colorado
$243K -$13.5K -210 -5%
PFS
472
Prospera Financial Services
Texas
$243K +$38.5K +597 +18%
SWP
473
Stratos Wealth Partners
Ohio
$240K -$15.4K -239 -6%
LC
474
Lindbrook Capital
California
$239K -$20K -310 -8%
NB
475
NBT Bank
New York
$237K