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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1051
Axim Planning & Wealth
Ohio
$255K +$240K +815 New
CA
1052
Claro Advisors
Massachusetts
$254K -$71.8K -244 -23%
SIC
1053
SJS Investment Consulting
Ohio
$254K +$294 +1 +0.1%
CAM
1054
Creekmur Asset Management
Illinois
$252K -$127K -431 -35%
PWM
1055
Pines Wealth Management
North Carolina
$251K -$1.77K -6 -0.7%
VCP
1056
Verus Capital Partners
Arizona
$251K +$33K +112 +16%
IB
1057
Intrust Bank
Kansas
$250K – – –
AFT
1058
Alpha Family Trust
California
$250K – – –
VCM
1059
Versant Capital Management
Arizona
$249K – – –
FA
1060
Fiduciary Alliance
South Carolina
$248K -$24.4K -83 -9%
AWA
1061
Aaron Wealth Advisors
Illinois
$247K -$330K -1,122 -59%
BW
1062
BIP Wealth
Georgia
$247K +$24.1K +82 +12%
SMA
1063
Sage Mountain Advisors
Georgia
$246K -$25.9K -88 -10%
AF
1064
Advisornet Financial
Minnesota
$245K – – –
FHC
1065
First Heartland Consultants
Missouri
$245K -$1.47K -5 -0.6%
CAM
1066
Claret Asset Management
Quebec, Canada
$244K -$6.47K -22 -3%
CIG
1067
Cairn Investment Group
Washington
$244K – – –
SOS
1068
Silver Oak Securities
Tennessee
$244K +$77.4K +263 +51%
UF
1069
Univest Financial
Pennsylvania
$243K – – –
PBC
1070
Pavion Blue Capital
California
$241K – – –
RCM
1071
Requisite Capital Management
Texas
$241K +$227K +771 New
PI
1072
PineBridge Investments
New York
$241K +$7.95K +27 +4%
SWA
1073
Stratos Wealth Advisors
Ohio
$240K +$226K +768 New
AP
1074
Advisors Preferred
Maryland
$239K -$5.4M -18,353 -96%
FCBT
1075
First Citizens Bank & Trust
North Carolina
$238K +$11.8K +40 +6%