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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1326
Advyzon Investment Management
Illinois
$206K +$214K +773 New
SMA
1327
Seven Mile Advisory
New Jersey
$206K -$70.6K -255 -25%
MSR
1328
Main Street Research
Connecticut
$206K +$213K +771 New
TT
1329
TI-Trust
Illinois
$204K – – –
FNT
1330
First Nebraska Trust
Nebraska
$204K – – –
FPW
1331
Fairvoy Private Wealth
Alabama
$203K +$1.38K +5 +0.7%
FB
1332
Fulton Bank
Pennsylvania
$203K -$7.75K -28 -4%
AIP
1333
Avail Investment Partners
Pennsylvania
$203K +$211K +762 New
CWA
1334
CJM Wealth Advisers
Virginia
$203K – – –
WPC
1335
White Pine Capital
Minnesota
$203K – – –
HBT
1336
Heartland Bank & Trust
Illinois
$203K +$210K +760 New
CC
1337
Centiva Capital
New York
$202K -$260K -939 -55%
TWM
1338
Thrive Wealth Management
Pennsylvania
$202K +$209K +756 New
BFPW
1339
BOK Financial Private Wealth
Colorado
$200K – – –
GWANC
1340
Guardian Wealth Advisors (North Carolina)
North Carolina
$200K -$100K -363 -33%
JPLA
1341
Joseph P. Lucia & Associates
New York
$200K -$75.8K -274 -27%
VT
1342
Volterra Technologies
New York
$197K -$127K -458 -38%
OL
1343
OneFund LLC
Florida
$196K -$18.3K -66 -8%
SEP
1344
Signature Equity Partners
Ohio
$195K +$191K +692 +1,774%
CYG
1345
Clean Yield Group
Vermont
$188K -$36.8K -133 -16%
AA
1346
Addison Advisors
Vermont
$179K +$9.68K +35 +6%
RFP
1347
Root Financial Partners
California
$178K +$55.3K +200 +43%
PSB
1348
Piscataqua Savings Bank
New Hampshire
$176K – – –
MA
1349
Montag & Associates
Georgia
$174K -$9.96K -36 -5%
SC
1350
SouthState Corp
Florida
$173K -$22.7K -82 -11%