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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
926
John W. Bristol & Co
New York
$740K -$455K -1,790 -39%
GFA
927
Gallagher Fiduciary Advisors
Illinois
$739K -$165K -650 -19%
CP
928
Canopy Partners
Ohio
$737K +$70.9K +279 +11%
AO
929
Advisor OS
Illinois
$737K +$27.2K +107 +4%
PHIC
930
Pine Haven Investment Counsel
Massachusetts
$736K -$3.81K -15 -0.5%
BP
931
BNP Paribas
France
$733K -$48.8K -192 -7%
RS
932
R Squared
Hong Kong
$727K +$363K +1,430 +113%
GWWM
933
Great Waters Wealth Management
Minnesota
$722K -$78K -307 -10%
FCBT
934
First Citizens Bank & Trust
North Carolina
$719K -$774K -3,043 -53%
AF
935
Arrow Financial
New York
$718K -$50.8K -200 -7%
RP
936
Riverwater Partners
Wisconsin
$713K +$3.05K +12 +0.5%
TWP
937
Tyche Wealth Partners
Texas
$713K -$52.1K -205 -7%
NG
938
Norden Group
Utah
$712K +$82.4K +324 +14%
BAM
939
Belpointe Asset Management
Nevada
$711K -$35.1K -138 -5%
VIM
940
Vancity Investment Management
British Columbia, Canada
$711K +$48.8K +192 +8%
OWP
941
ORG Wealth Partners
Texas
$708K -$763 -3 -0.1%
DTC
942
Davidson Trust Company
Washington
$707K -$6.61K -26 -1%
PP
943
PrairieView Partners
Minnesota
$698K
HIA
944
Harbor Investment Advisory
Maryland
$697K
XF
945
XML Financial
Maryland
$697K
KSB
946
Kennebec Savings Bank
Maine
$696K +$29.2K +115 +5%
BFG
947
Berger Financial Group
Minnesota
$690K -$14K -55 -2%
SAI
948
Savvy Advisors Inc
New York
$687K +$117K +459 +22%
PFBT
949
Parkside Financial Bank & Trust
Missouri
$685K +$145K +569 +29%
FH
950
FWG Holdings
Florida
$682K +$33K +130 +5%