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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1301
Carr Financial Group
Massachusetts
$242K – – –
HCP
1302
Hamilton Capital Partners
Georgia
$241K – – –
AAS
1303
Annex Advisory Services
Wisconsin
$241K -$2.54K -10 -1%
MIP
1304
Marietta Investment Partners
Wisconsin
$239K – – –
LAM
1305
Longboard Asset Management
Arizona
$238K – – –
AG
1306
AlTi Global
New York
$237K +$224K +880 New
VAM
1307
Verity Asset Management
North Carolina
$236K -$17.5K -69 -7%
PWM
1308
Palumbo Wealth Management
New York
$236K -$6.36K -25 -3%
WPW
1309
Waldron Private Wealth
Pennsylvania
$235K -$25.2K -99 -10%
SWM
1310
Stockman Wealth Management
Montana
$235K +$222K +873 New
CCM
1311
Cullen Capital Management
New York
$235K +$19.1K +75 +9%
ZBNA
1312
Zions Bancorporation, National Association
Utah
$234K +$14.2K +56 +7%
PPW
1313
PACK Private Wealth
Minnesota
$233K – – –
LC
1314
LCNB Corp
Ohio
$233K – – –
MA
1315
Mutual Advisors
Nebraska
$233K +$218K +857 New
WFAG
1316
Wescott Financial Advisory Group
Pennsylvania
$232K -$5.59K -22 -2%
TIA
1317
Tiemann Investment Advisors
California
$232K +$12.7K +50 +6%
FHA
1318
Flagship Harbor Advisors
Massachusetts
$231K – – –
TCM
1319
Traynor Capital Management
Pennsylvania
$228K +$213K +837 New
QC
1320
Quent Capital
New York
$228K +$7.63K +30 +4%
HNB
1321
Hilltop National Bank
Wyoming
$228K +$215K +846 New
ABWM
1322
Alpine Bank Wealth Management
Colorado
$227K – – –
CCAM
1323
Cascades Capital Asset Management
North Carolina
$227K – – –
UCB
1324
United Community Bank
South Carolina
$226K +$6.36K +25 +3%
WA
1325
Wealth Alliance
New York
$226K +$8.9K +35 +4%