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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Clearstead Advisors
Ohio
$321K +$16.3K +56 +5%
FNT
1052
First National Trust
Pennsylvania
$320K -$142K -489 -28%
AA
1053
AlphaCentric Advisors
Puerto Rico
$320K -$10.5K -36 -3%
CFG
1054
Carr Financial Group
Massachusetts
$319K +$146K +500 +67%
NB
1055
NBT Bank
New York
$319K – – –
JFA
1056
JNBA Financial Advisors
Minnesota
$319K -$2.62K -9 -0.7%
CFO
1057
CVA Family Office
Colorado
$318K +$9.03K +31 +3%
CIA
1058
Citadel Investment Advisory
Ohio
$318K -$14K -48 -4%
CCG
1059
Cypress Capital Group
Florida
$317K -$4.08K -14 -1%
CCA
1060
Cottonwood Capital Advisors
Utah
$317K +$32.9K +113 +10%
CAAS
1061
Capital Asset Advisory Services
Michigan
$316K -$15.7K -54 -4%
AG
1062
Ascent Group
Virginia
$316K +$6.7K +23 +2%
EWA
1063
EverSource Wealth Advisors
Alabama
$314K +$20.4K +70 +6%
SC
1064
SRB Corp
Massachusetts
$313K -$72.8K -250 -17%
LDB
1065
Lee, Danner & Bass
Tennessee
$312K – – –
AL
1066
Aspiriant LLC
California
$311K -$5.25K -18 -1%
CCG
1067
Chatham Capital Group
Georgia
$311K – – –
Wealth Enhancement Advisory Services
1068
Wealth Enhancement Advisory Services
Minnesota
$310K +$353K +1,213 New
SNB
1069
Security National Bank
Nebraska
$308K – – –
BCWM
1070
Bartlett & Co Wealth Management
Ohio
$307K -$96.4K -331 -22%
BC
1071
Bartlett & Co
Ohio
$307K -$96.4K -331 -22%
KP
1072
Keel Point
Alabama
$306K -$7.58K -26 -2%
CCB
1073
Cutter & Co Brokerage
Missouri
$306K – – –
HC
1074
Hamilton Capital
Ohio
$306K +$62.9K +216 +22%
SYBT
1075
Stock Yards Bank & Trust
Kentucky
$305K +$30.3K +104 +10%