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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1001
Key Financial Inc
Pennsylvania
$383K -$85.9K -252 -18%
SFO
1002
Stokes Family Office
Louisiana
$383K +$160K +470 +71%
CSP
1003
Cary Street Partners
Virginia
$381K +$15.3K +45 +4%
CNB
1004
Camden National Bank
Maine
$380K -$42.3K -124 -10%
CCM
1005
Crew Capital Management
Ohio
$380K
PSB
1006
Piscataqua Savings Bank
New Hampshire
$380K
PWPS
1007
Pinnacle Wealth Planning Services
Ohio
$379K +$4.09K +12 +1%
UAML
1008
US Asset Management LLC
Pennsylvania
$378K -$6.82K -20 -2%
PAP
1009
Persistent Asset Partners
Hong Kong
$378K +$381K +1,119 New
SW
1010
Simplicity Wealth
New Jersey
$375K +$30.7K +90 +9%
SMA
1011
Sage Mountain Advisors
Georgia
$375K +$110K +323 +41%
7WCP
1012
71 West Capital Partners
Massachusetts
$375K +$378K +1,109 New
SOS
1013
Silver Oak Securities
Tennessee
$374K +$109K +319 +41%
PCA
1014
Purkiss Capital Advisors
Connecticut
$373K -$22.5K -66 -6%
LCAM
1015
London & Capital Asset Management
United Kingdom
$372K +$375K +1,100 New
MWM
1016
Modera Wealth Management
New Jersey
$371K +$39.5K +116 +12%
KFGK
1017
Keystone Financial Group (Kentucky)
Kentucky
$370K
RC
1018
Rovin Capital
Arizona
$368K -$18.4K -54 -5%
ZBNA
1019
Zions Bancorporation, National Association
Utah
$364K +$81.5K +239 +28%
AAS
1020
Ameritas Advisory Services
Nebraska
$362K +$254K +744 +226%
MMA
1021
Miracle Mile Advisors
California
$360K -$4.43K -13 -1%
KFSC
1022
Keystone Financial Services (Colorado)
Colorado
$358K -$20.1K -59 -5%
HB
1023
Horizon Bancorp
Indiana
$358K -$30.3K -89 -8%
FMWA
1024
Forvis Mazars Wealth Advisors
Missouri
$356K -$150K -440 -29%
FCA
1025
FLC Capital Advisors
California
$354K