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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1051
Machina Capital
France
$250K -$474K -2,164 -64%
OWM
1052
Orgel Wealth Management
Wisconsin
$250K -$288K -1,314 -52%
FA
1053
Fiducient Advisors
Illinois
$250K
KPCM
1054
Kings Point Capital Management
New York
$250K
GA
1055
Geller Advisors
New York
$250K +$14K +64 +6%
LJHT
1056
Laurie J. Hall Trustee
$249K
AAM
1057
Aureus Asset Management
Massachusetts
$247K -$13.2K -60 -5%
LWMM
1058
Legacy Wealth Management (Mississippi)
Mississippi
$246K
BOPW
1059
Brandywine Oak Private Wealth
Pennsylvania
$245K +$32.9K +150 +15%
CCM
1060
Carlson Capital Management
Minnesota
$243K +$3.29K +15 +1%
ED
1061
Exane Derivatives
France
$242K -$377K -1,718 -60%
WA
1062
WBH Advisory
Maryland
$240K
PB
1063
Pinnacle Bancorp
Nebraska
$240K +$7.23K +33 +3%
SAM
1064
Strategy Asset Managers
California
$238K -$1.31K -6 -0.5%
TCM
1065
Tradewinds Capital Management
Washington
$235K
LNC
1066
Lincoln National Corp
Pennsylvania
$235K +$7.67K +35 +3%
MSFS
1067
Main Street Financial Solutions
Pennsylvania
$232K -$26.1K -119 -10%
CAG
1068
Crestwood Advisors Group
Massachusetts
$232K
HG
1069
Harbor Group
New Hampshire
$231K
CWP
1070
CFM Wealth Partners
Texas
$230K
B
1071
Bellecapital
Switzerland
$229K
FNT
1072
First Nebraska Trust
Nebraska
$227K
VCM
1073
Vivaldi Capital Management
Illinois
$227K
LWP
1074
Lumature Wealth Partners
Georgia
$226K +$45.8K +209 +24%
Cohen & Steers
1075
Cohen & Steers
New York
$225K