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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
851
Perigon Wealth Management
California
$262K -$13.8K -266 -5%
KIG
852
Kowal Investment Group
Wisconsin
$262K -$3.32K -64 -1%
SF
853
Summit Financial
New Jersey
$261K +$2.08K +40 +0.8%
CNBT
854
Canandaigua National Bank & Trust
New York
$261K -$59.3K -1,142 -19%
GM
855
GeoWealth Management
Illinois
$259K -$17.6K -338 -6%
Koshinski Asset Management
856
Koshinski Asset Management
Illinois
$259K -$12.2K -235 -5%
DFCM
857
Dark Forest Capital Management
Puerto Rico
$259K +$256K +4,936 New
LT
858
Legacy Trust
Michigan
$258K
HIC
859
Holderness Investments Company
North Carolina
$255K
HIC
860
Harvey Investment Company
Kentucky
$254K +$252K +4,855 New
LIM
861
Leavell Investment Management
Alabama
$254K -$7.42K -143 -3%
KWM
862
KFG Wealth Management
Indiana
$253K +$250K +4,824 New
OP
863
ORG Partners
Indiana
$252K +$27.7K +534 +12%
AIM
864
Allen Investment Management
New York
$252K
JCM
865
Jacobi Capital Management
Pennsylvania
$252K +$1.04K +20 +0.4%
OPOWM
866
One Plus One Wealth Management
Florida
$251K +$249K +4,789 New
QI
867
Qtron Investments
Massachusetts
$249K +$246K +4,744 New
FTIS
868
First Trust Investment Solutions
Florida
$248K +$3.17K +61 +1%
PAM
869
Panagora Asset Management
Massachusetts
$248K -$312 -6 -0.1%
PWA
870
Physician Wealth Advisors
Utah
$246K +$38.1K +733 +20%
PP
871
PDS Planning
Ohio
$243K +$2.18K +42 +0.9%
EA
872
Everpar Advisors
Oklahoma
$242K -$2.13K -41 -0.9%
DIA
873
Dana Investment Advisors
Wisconsin
$240K
FFO
874
Fiduciary Family Office
Florida
$240K
SB
875
Simmons Bank
Arkansas
$237K