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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1276
Nicolet Advisory Services
Wisconsin
$250K -$22.7K -90 -8%
PB
1277
Pinnacle Bancorp
Nebraska
$250K – – –
CWA
1278
Crux Wealth Advisors
California
$250K +$27.5K +109 +12%
TW
1279
Transform Wealth
Colorado
$249K -$30.8K -122 -11%
PFA
1280
Pure Financial Advisors
California
$249K +$248K +982 New
OC
1281
Oakworth Capital
Alabama
$248K – – –
WPW
1282
Waldron Private Wealth
Pennsylvania
$247K -$419K -1,664 -63%
CF
1283
Copperwynd Financial
Arizona
$246K -$14.1K -56 -5%
ACM
1284
Arcataur Capital Management
Wisconsin
$246K -$21.9K -87 -8%
IC
1285
Iconiq Capital
California
$243K -$15.1K -60 -6%
OWCM
1286
One Wealth Capital Management
Arizona
$243K +$8.32K +33 +4%
DJSG
1287
D.J. St. Germain
Massachusetts
$242K – – –
SCM
1288
Schnieders Capital Management
California
$241K -$8.07K -32 -3%
CA
1289
CSM Advisors
Pennsylvania
$240K – – –
VAM
1290
Verity Asset Management
North Carolina
$240K – – –
WPP
1291
Whalerock Point Partners
Rhode Island
$239K – – –
LDB
1292
Lee, Danner & Bass
Tennessee
$238K – – –
SPF
1293
South Plains Financial
Texas
$238K +$61.5K +244 +35%
SI
1294
Seeds Investor
New York
$238K -$26.2K -104 -10%
AA
1295
Apriem Advisors
California
$238K – – –
HA
1296
Huntleigh Advisors
Missouri
$237K +$4.03K +16 +2%
RCM
1297
Radnor Capital Management
Pennsylvania
$235K +$6.3K +25 +3%
PCP
1298
Proficio Capital Partners
Massachusetts
$234K +$233K +924 New
WFA
1299
Wellspring Financial Advisors
Ohio
$234K -$1.51K -6 -0.6%
DWM
1300
Drive Wealth Management
Utah
$234K +$7.06K +28 +3%