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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1051
Parthenon LLC
Kentucky
$251K – – –
MC
1052
Machina Capital
France
$250K -$474K -2,164 -64%
OWM
1053
Orgel Wealth Management
Wisconsin
$250K -$288K -1,314 -52%
FA
1054
Fiducient Advisors
Illinois
$250K – – –
KPCM
1055
Kings Point Capital Management
New York
$250K – – –
GA
1056
Geller Advisors
New York
$250K +$14K +64 +6%
LJHT
1057
Laurie J. Hall Trustee
$249K – – –
AAM
1058
Aureus Asset Management
Massachusetts
$247K -$13.2K -60 -5%
LWMM
1059
Legacy Wealth Management (Mississippi)
Mississippi
$246K – – –
BOPW
1060
Brandywine Oak Private Wealth
Pennsylvania
$245K +$32.9K +150 +15%
CCM
1061
Carlson Capital Management
Minnesota
$243K +$3.29K +15 +1%
ED
1062
Exane Derivatives
France
$242K -$377K -1,718 -60%
WA
1063
WBH Advisory
Maryland
$240K – – –
PB
1064
Pinnacle Bancorp
Nebraska
$240K +$7.23K +33 +3%
SAM
1065
Strategy Asset Managers
California
$238K -$1.31K -6 -0.5%
TCM
1066
Tradewinds Capital Management
Washington
$235K – – –
LNC
1067
Lincoln National Corp
Pennsylvania
$235K +$7.67K +35 +3%
MSFS
1068
Main Street Financial Solutions
Pennsylvania
$232K -$26.1K -119 -10%
CAG
1069
Crestwood Advisors Group
Massachusetts
$232K – – –
HG
1070
Harbor Group
New Hampshire
$231K – – –
CWP
1071
CFM Wealth Partners
Texas
$230K – – –
B
1072
Bellecapital
Switzerland
$229K – – –
FNT
1073
First Nebraska Trust
Nebraska
$227K – – –
VCM
1074
Vivaldi Capital Management
Illinois
$227K – – –
LWP
1075
Lumature Wealth Partners
Georgia
$226K +$45.8K +209 +24%