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Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Cullinan Associates
Kentucky
$221K +$209K +4,500 New
OWA
927
Opal Wealth Advisors
New York
$219K +$208K +4,474 New
NB
928
NBT Bank
New York
$219K -$558 -12 -0.3%
FWA
929
FORM Wealth Advisors
Wisconsin
$218K +$207K +4,451 New
RT
930
Rockland Trust
Massachusetts
$217K -$8.42K -181 -4%
PD
931
Planning Directions
Pennsylvania
$217K +$206K +4,420 New
LSPW
932
Lake Street Private Wealth
Illinois
$216K +$205K +4,414 New
IA
933
Integrity Alliance
Iowa
$215K +$204K +4,389 New
BFIM
934
Beese Fulmer Investment Management
Ohio
$215K -$218K -4,685 -52%
UAML
935
US Asset Management LLC
Pennsylvania
$214K +$203K +4,370 New
LAM
936
Longboard Asset Management
Arizona
$214K +$203K +4,366 New
EWA
937
Exencial Wealth Advisors
Oklahoma
$214K +$203K +4,365 New
CTA
938
Chesley Taft & Associates
Illinois
$213K +$202K +4,343 New
SLT
939
St Louis Trust
Missouri
$212K +$202K +4,332 New
CT
940
Coastline Trust
Rhode Island
$212K +$10.1K +218 +5%
PCA
941
Pallas Capital Advisors
Massachusetts
$211K +$200K +4,310 New
PCM
942
Prelude Capital Management
New York
$211K +$200K +4,306 New
EW
943
Evoke Wealth
California
$209K +$199K +4,270 New
Acadian Asset Management
944
Acadian Asset Management
Massachusetts
$209K +$106K +2,289 +116%
HPWM
945
High Point Wealth Management
New Jersey
$209K +$279 +6 +0.1%
PA
946
PFG Advisors
Arizona
$209K +$198K +4,260 New
EL
947
EWA LLC
Pennsylvania
$209K +$198K +4,254 New
AA
948
Armis Advisers
Georgia
$208K +$9.54K +205 +5%
WA
949
WESPAC Advisors
California
$207K -$34K -730 -15%
SWMP
950
Signature Wealth Management Partners
New Jersey
$207K +$197K +4,225 New