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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1101
Wellspring Financial Advisors
Ohio
$261K +$10.9K +52 +5%
WPW
1102
Waldron Private Wealth
Pennsylvania
$261K +$1.89K +9 +0.6%
SC
1103
Schulhoff & Co
Ohio
$258K +$297K +1,414 New
CF
1104
Copperwynd Financial
Arizona
$257K +$9.67K +46 +3%
NHT
1105
New Hampshire Trust
New Hampshire
$257K -$7.99K -38 -3%
FFN
1106
Focus Financial Network
Minnesota
$257K +$631 +3 +0.2%
CFO
1107
CVA Family Office
Colorado
$256K +$17.9K +85 +6%
LSA
1108
Lansing Street Advisors
Pennsylvania
$253K +$291K +1,386 New
PIAS
1109
PCA Investment Advisory Services
Ohio
$253K +$210 +1 +0.1%
CPIG
1110
Chicago Partners Investment Group
Illinois
$252K -$41K -195 -13%
DO
1111
denkapparat Operations
Germany
$250K +$288K +1,368 New
CT
1112
Chicago Trust
Illinois
$249K +$3.57K +17 +1%
IWA
1113
IBEX Wealth Advisors
New Jersey
$249K +$287K +1,365 New
PFBT
1114
Parkside Financial Bank & Trust
Missouri
$248K -$6.1K -29 -2%
UF
1115
Univest Financial
Pennsylvania
$248K – – –
SB
1116
Sunflower Bank
Texas
$248K +$4.21K +20 +1%
RS
1117
R Squared
Hong Kong
$247K +$284K +1,350 New
NC
1118
NovaPoint Capital
Georgia
$241K – – –
FC
1119
Financial Council
Maryland
$240K – – –
LAM
1120
L2 Asset Management
Massachusetts
$239K -$13.9K -66 -5%
FMII
1121
Farmers & Merchants Investments Inc
Nebraska
$239K -$2.1K -10 -0.8%
GS
1122
GTS Securities
Florida
$239K +$275K +1,308 New
VCA
1123
Verdence Capital Advisors
Maryland
$238K -$13.7K -65 -5%
SIM
1124
Sentry Investment Management
Wisconsin
$237K -$44.4K -211 -14%
CBT
1125
Central Bank & Trust
Kentucky
$237K – – –