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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
Strategy Asset Managers
California
$253K -$18.7K -89 -6%
APWM
1152
Argonautica Private Wealth Management
Massachusetts
$253K -$51.5K -245 -16%
TCOT
1153
Trust Company of Toledo
Ohio
$253K +$36.1K +172 +15%
AWE
1154
Avidian Wealth Enterprises
Texas
$252K +$630 +3 +0.2%
IAN
1155
Integrated Advisors Network
Texas
$252K -$14.7K -70 -5%
MFA
1156
Mayflower Financial Advisors
Massachusetts
$251K +$41.4K +197 +18%
AAP
1157
Arax Advisory Partners
Colorado
$250K -$7.78K -37 -3%
BG
1158
Bollard Group
Massachusetts
$250K – – –
FM
1159
Family Management
New York
$249K -$86.6K -412 -24%
DCM
1160
DGS Capital Management
New Jersey
$249K – – –
PWMAG
1161
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$83.9K -399 -24%
NSB
1162
Norway Savings Bank
Maine
$247K – – –
EA
1163
Echo45 Advisors
California
$245K -$30.5K -145 -10%
IF
1164
Intrua Financial
Texas
$244K +$24K +114 +10%
AUB
1165
Atlantic Union Bankshares
Virginia
$244K -$3.99K -19 -1%
FTWA
1166
Fifth Third Wealth Advisors
Ohio
$243K +$263K +1,253 New
CA
1167
Carson Advisory
Georgia
$243K -$62.8K -299 -19%
AC
1168
Allstate Corporation
Illinois
$243K -$2.58M -12,295 -91%
ST
1169
Smithfield Trust
Pennsylvania
$242K -$62.8K -299 -19%
BWP
1170
BSW Wealth Partners
Colorado
$242K +$63.7K +303 +32%
1IA
1171
1834 Investment Advisors
Wisconsin
$241K +$261K +1,242 New
NP
1172
NorthRock Partners
Minnesota
$241K -$71.9K -342 -22%
EDRH
1173
Edmond de Rothschild Holding
Switzerland
$239K +$22.3K +106 +9%
CFP
1174
Catalyst Financial Partners
Massachusetts
$239K -$25.6K -122 -9%
LSIA
1175
LaSalle St. Investment Advisors
Illinois
$239K +$260K +1,235 New
45 46
47
48 49