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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1226
1ST Source Bank
Indiana
$492K -$88.2K -254 -16%
PCM
1227
Prelude Capital Management
New York
$490K -$429K -1,237 -47%
SG
1228
StoneX Group
New York
$488K -$73.6K -212 -13%
PWP
1229
Phillips Wealth Planners
Mississippi
$485K +$445K +1,281 New
TCBWMS
1230
Texas Capital Bank Wealth Management Services
Texas
$484K +$471K +1,358 New
AWCI
1231
Alpine Woods Capital Investors
New York
$480K -$8.68K -25 -2%
PPW
1232
Pasadena Private Wealth
California
$480K – – –
FWP
1233
Flatrock Wealth Partners
California
$480K +$33.7K +97 +8%
RCA
1234
Resonant Capital Advisors
Wisconsin
$478K +$25.3K +73 +6%
WIM
1235
WealthPlan Investment Management
Nebraska
$478K -$25.7K -74 -5%
KAS
1236
KPP Advisory Services
Kentucky
$474K -$58.7K -169 -11%
WTC
1237
WhitTier Trust Company
Nevada
$474K -$13.5K -39 -3%
WJWM
1238
Williams Jones Wealth Management
New York
$474K +$5.21K +15 +1%
CAM
1239
Columbia Asset Management
Michigan
$473K – – –
AWM
1240
Avior Wealth Management
Nebraska
$473K +$55.9K +161 +14%
CAM
1241
Councilmark Asset Management
Tennessee
$469K -$226K -650 -33%
ESBC
1242
E.S. Barr & Co
Kentucky
$469K – – –
PWPS
1243
Pinnacle Wealth Planning Services
Ohio
$468K +$1.04K +3 +0.2%
WG
1244
Wealth Group
North Carolina
$467K +$41.7K +120 +10%
FPCP
1245
Fort Point Capital Partners
California
$467K -$127K -365 -22%
WB
1246
Webster Bank
Connecticut
$467K -$12.1K -35 -3%
CT
1247
Clearstead Trust
Maine
$465K -$31.2K -90 -6%
4A
1248
4Wealth Advisors
Illinois
$465K -$93.7K -270 -17%
CWMS
1249
Cannon Wealth Management Services
North Carolina
$463K +$163K +471 +57%
CAM
1250
CenterStar Asset Management
Illinois
$463K +$451K +1,300 New
48 49
50
51 52