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Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
1076
Alan B. Lancz & Associates
Ohio
$301K – – –
SCI
1077
S&CO Inc
Massachusetts
$300K – – –
RT
1078
Rockland Trust
Massachusetts
$298K +$17K +90 +6%
JSAM
1079
J. Safra Asset Management
New York
$297K +$278K +1,476 +1,419%
CCFCSB
1080
Cape Cod Five Cents Savings Bank
Massachusetts
$296K – – –
ICP
1081
Impact Capital Partners
Colorado
$295K -$31.3K -166 -10%
AFP
1082
Alpha Financial Partners
Kentucky
$294K +$12.8K +68 +5%
WI
1083
WBI Investments
New Jersey
$294K -$3.58K -19 -1%
AC
1084
AlphaCore Capital
California
$292K +$57.1K +303 +24%
TCM
1085
Teza Capital Management
Illinois
$292K +$72.7K +386 +33%
SW
1086
Simplicity Wealth
New Jersey
$292K -$1.88K -10 -0.6%
AWM
1087
Aprio Wealth Management
Georgia
$292K +$18.6K +99 +7%
TPI
1088
Trust Point Inc
Wisconsin
$292K -$14.3K -76 -5%
CS
1089
Cannell & Spears
New York
$291K -$753 -4 -0.3%
PFBT
1090
Parkside Financial Bank & Trust
Missouri
$291K -$10.7K -57 -4%
JFGIW
1091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$290K -$82.1K -436 -22%
CFO
1092
Cambient Family Office
Michigan
$290K +$290K +1,541 New
PWP
1093
Principle Wealth Partners
Connecticut
$289K – – –
GA
1094
GoalVest Advisory
New York
$289K -$81.2K -431 -22%
SAM
1095
Secure Asset Management
Michigan
$286K -$11.3K -60 -4%
1SB
1096
1ST Source Bank
Indiana
$286K – – –
TFA
1097
Transamerica Financial Advisors
Florida
$284K -$4.02M -21,341 -93%
TCA
1098
Trifecta Capital Advisors
Illinois
$282K -$8.66K -46 -3%
HKAM
1099
Horizon Kinetics Asset Management
New York
$281K +$377 +2 +0.1%
BWP
1100
Burling Wealth Partners
Illinois
$281K +$37.1K +197 +15%