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Name Holding Trade Value Shares
Change
Change in
Stake
AHL
1101
Abel Hall LLC
Louisiana
$376K +$110K +388 +40%
NFP
1102
Narus Financial Partners
Utah
$375K +$14.4K +51 +4%
ABWM
1103
Alpine Bank Wealth Management
Colorado
$374K
CA
1104
CapWealth Advisors
Tennessee
$374K +$383K +1,357 New
GC
1105
Grimes & Company
Massachusetts
$370K +$4.8K +17 +1%
AC
1106
Apella Capital
Connecticut
$370K +$17.5K +62 +5%
BONH
1107
Bank of New Hampshire
New Hampshire
$370K -$283 -1 -0.1%
IAS
1108
Insigneo Advisory Services
Florida
$367K -$2.26K -8 -0.6%
FFA
1109
Florida Financial Advisors
Florida
$367K +$61K +216 +19%
AOWM
1110
Asset One Wealth Management
Washington
$366K -$36.7K -130 -10%
ACG
1111
Allen Capital Group
Nebraska
$366K +$151K +534 +67%
E
1112
Evansbrook
Illinois
$362K
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$360K -$6.78K -24 -2%
PTP
1114
Platform Technology Partners
New York
$360K +$13K +46 +4%
TC
1115
Truvestments Capital
Florida
$358K
SVWAG
1116
Sound View Wealth Advisors Group
Georgia
$358K -$2.26K -8 -0.6%
LFA
1117
Legacy Financial Advisors
Kentucky
$356K -$23.4K -83 -6%
WSC
1118
Wellington Shields & Co
New York
$355K
CAM
1119
Campion Asset Management
Virginia
$355K +$1.7K +6 +0.5%
OIS
1120
OneAscent Investment Solutions
Alabama
$352K +$26.6K +94 +8%
JCM
1121
Jacobi Capital Management
Pennsylvania
$352K -$18.6K -66 -5%
OF
1122
Outfitter Financial
Maine
$351K -$70.6K -250 -16%
BFIM
1123
Beese Fulmer Investment Management
Ohio
$351K +$79.1K +280 +28%
KFS
1124
Kurt F. Somerville
$350K
BG
1125
Bahl & Gaynor
Ohio
$345K