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Name Holding Trade Value Shares
Change
Change in
Stake
CW
976
CreativeOne Wealth
Kansas
$239K +$221K +990 New
IFS
977
Ifrah Financial Services
Arkansas
$238K -$10.9K -49 -5%
PRWA
978
Platte River Wealth Advisors
Colorado
$238K – – –
PSB
979
Piscataqua Savings Bank
New Hampshire
$238K +$220K +987 New
NB
980
NBT Bank
New York
$236K -$4.01K -18 -2%
DIP
981
DT Investment Partners
Pennsylvania
$236K – – –
SAS
982
Sanford Advisory Services
Michigan
$235K – – –
TLCM
983
Twin Lakes Capital Management
California
$234K +$892 +4 +0.4%
ACM
984
Advisors Capital Management
New Jersey
$233K +$215K +965 New
APG
985
Abacus Planning Group
South Carolina
$231K -$230K -1,034 -52%
BG
986
Bollard Group
Massachusetts
$231K +$892 +4 +0.4%
SFO
987
Stokes Family Office
Louisiana
$231K +$213K +957 New
SIAP
988
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$230K – – –
NB
989
Nicolet Bankshares
Wisconsin
$228K +$210K +942 New
CNBTD
990
Citizens National Bank Trust Department
Mississippi
$227K +$209K +936 New
MA
991
Montag & Associates
Georgia
$226K – – –
CFA
992
Camarda Financial Advisors
Florida
$226K +$208K +934 New
MIC
993
Means Investment Company
Maine
$226K +$208K +934 New
BB
994
Berkshire Bank
Massachusetts
$226K +$209K +937 New
FANJ
995
Financial Architects (New Jersey)
New Jersey
$224K -$14.7K -66 -7%
EDRH
996
Edmond de Rothschild Holding
Switzerland
$224K – – –
PCM
997
Penserra Capital Management
California
$223K +$32.5K +146 +19%
LWM
998
Lyell Wealth Management
California
$223K +$206K +924 New
RMCM
999
Reynders McVeigh Capital Management
Massachusetts
$222K -$245K -1,099 -55%
ST
1000
Smithfield Trust
Pennsylvania
$221K -$11.4K -51 -5%