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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1201
NBT Bank
New York
$280K
SA
1202
Strategic Advocates
Utah
$278K -$83.5K -262 -21%
APP
1203
Avantax Planning Partners
Iowa
$277K +$1.59K +5 +0.5%
CFP
1204
Catalyst Financial Partners
Massachusetts
$277K -$2.55K -8 -0.8%
RCG
1205
Regatta Capital Group
California
$276K -$30.9K -97 -9%
CFM
1206
Catalyst Funds Management
Australia
$276K -$701K -2,200 -69%
CAG
1207
Csenge Advisory Group
Florida
$275K -$38.9K -122 -11%
OWM
1208
OneAscent Wealth Management
Alabama
$275K -$12.1K -38 -4%
PWM
1209
Pines Wealth Management
North Carolina
$274K +$313K +981 New
BCM
1210
Brookstone Capital Management
Illinois
$274K -$111K -347 -26%
ONSWM
1211
Old North State Wealth Management
North Carolina
$273K +$13.7K +43 +5%
IIC
1212
Integrated Investment Consultants
Michigan
$273K -$27.4K -86 -8%
SFPG
1213
Stonebridge Financial Planning Group
Florida
$273K +$15.3K +48 +5%
AIM
1214
Acropolis Investment Management
Missouri
$272K -$319 -1 -0.1%
GWM
1215
Gitterman Wealth Management
New Jersey
$271K +$313K +982 New
ES
1216
Eagle Strategies
New York
$269K +$311K +975 New
PIA
1217
Perennial Investment Advisors
California
$268K +$18.5K +58 +6%
ST
1218
Spinnaker Trust
Maine
$268K
OFO
1219
OneAscent Family Office
Alabama
$268K +$309K +969 New
DWM
1220
Dakota Wealth Management
Florida
$266K -$102K -320 -25%
SIAP
1221
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$265K
MIC
1222
Means Investment Company
Maine
$263K -$6.69K -21 -2%
HA
1223
Harfst & Associates
Wyoming
$263K -$1.52M -4,753 -83%
BCB
1224
Brian C. Broderick
$263K
DI
1225
Disciplined Investors
Texas
$262K +$296K +929 New