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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1226
Spinnaker Trust
Maine
$275K +$7.34K +26 +3%
FA
1227
Fiduciary Alliance
South Carolina
$275K -$45.2K -160 -14%
HFA
1228
Highland Financial Advisors
New Jersey
$274K -$1.41K -5 -0.5%
MA
1229
MONECO Advisors
Connecticut
$274K +$281K +993 New
CPA
1230
Capital Performance Advisors
California
$272K -$236K -834 -46%
HAIM
1231
Hunter Associates Investment Management
Pennsylvania
$272K -$4.52K -16 -2%
TIM
1232
Tevis Investment Management
Texas
$272K -$13.6K -48 -5%
OR
1233
Olympiad Research
Connecticut
$271K -$5.08K -18 -2%
WFAG
1234
Wescott Financial Advisory Group
Pennsylvania
$270K -$565 -2 -0.2%
CNBTD
1235
Citizens National Bank Trust Department
Mississippi
$270K – – –
FWA
1236
FSM Wealth Advisors
Ohio
$270K +$20.3K +72 +8%
BHBT
1237
Burke & Herbert Bank & Trust
Virginia
$269K – – –
CFA
1238
Cahill Financial Advisors
Minnesota
$268K -$16.1K -57 -6%
MHC
1239
May Hill Capital
Massachusetts
$268K +$23.7K +84 +9%
PI
1240
Pettee Investors
Connecticut
$268K – – –
SWM
1241
Stronghold Wealth Management
Florida
$267K +$3.39K +12 +1%
Bank of Montreal
1242
Bank of Montreal
Ontario, Canada
$266K -$191M -676,001 -97%
RA
1243
Riversedge Advisors
Delaware
$264K -$8.47K -30 -3%
RFP
1244
Root Financial Partners
California
$262K +$79.7K +282 +42%
AIM
1245
Advyzon Investment Management
Illinois
$261K +$49.4K +175 +23%
BWA
1246
Basecamp Wealth Advisors
Washington
$260K +$6.5K +23 +3%
OWCM
1247
One Wealth Capital Management
Arizona
$260K +$266K +942 New
AWA
1248
Acumen Wealth Advisors
Tennessee
$259K -$2.35M -8,327 -90%
MSWM
1249
McGlone Suttner Wealth Management
Wisconsin
$259K +$13.8K +49 +6%
REMPR
1250
Roof Eidam Maycock Peralta (REMP)
California
$257K – – –