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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1051
Mirabella Financial Services
United Kingdom
$293K +$332K +1,732 New
CS
1052
Cannell & Spears
New York
$292K +$34.5K +180 +12%
TC
1053
Truvestments Capital
Florida
$291K +$2.49K +13 +0.8%
AWM
1054
Aprio Wealth Management
Georgia
$291K +$42.6K +222 +15%
CT
1055
Clearstead Trust
Maine
$290K – – –
OWA
1056
Octavia Wealth Advisors
Ohio
$287K -$1.73K -9 -0.5%
OL
1057
Optas LLC
Texas
$285K +$95.7K +499 +42%
AA
1058
Advisory Alpha
Michigan
$285K +$6.9K +36 +2%
HBT
1059
Heartland Bank & Trust
Illinois
$285K +$6.9K +36 +2%
AFP
1060
Alpha Financial Partners
Kentucky
$282K +$19.4K +101 +6%
DWS
1061
Discipline Wealth Solutions
South Carolina
$281K – – –
7WCP
1062
71 West Capital Partners
Massachusetts
$281K +$38.7K +202 +14%
VCA
1063
Verdence Capital Advisors
Maryland
$279K +$69.2K +361 +28%
PFGIA
1064
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$314K +1,638 New
TPI
1065
Trust Point Inc
Wisconsin
$277K +$16.1K +84 +5%
FMI
1066
F/M Investments
District of Columbia
$276K -$104K -541 -25%
OC
1067
Oarsman Capital
Wisconsin
$276K +$4.22K +22 +1%
AIM
1068
Advyzon Investment Management
Illinois
$275K +$2.11K +11 +0.7%
CFO
1069
Cambient Family Office
Michigan
$275K +$16.1K +84 +5%
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$273K +$13.2K +69 +4%
SC
1071
Scotia Capital
Ontario, Canada
$271K -$2.3K -12 -0.7%
CFO
1072
CVA Family Office
Colorado
$270K +$39.3K +205 +15%
SCI
1073
S&CO Inc
Massachusetts
$270K – – –
CI
1074
Conning Inc
Connecticut
$269K -$53.7K -280 -15%
RT
1075
Rockland Trust
Massachusetts
$269K +$767 +4 +0.3%