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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1251
BigSur Wealth Management
Florida
$275K – – –
RB
1252
Renasant Bank
Mississippi
$274K +$291K +1,124 New
NCM
1253
Narwhal Capital Management
Georgia
$273K – – –
ALC
1254
Alexander Labrunerie & Co
Missouri
$273K – – –
SCA
1255
Stonebridge Capital Advisors
Minnesota
$272K -$16.9K -65 -5%
AWE
1256
Avidian Wealth Enterprises
Texas
$270K -$52.9K -204 -16%
PA
1257
PFG Advisors
Arizona
$270K -$12.2K -47 -4%
SW
1258
SVB Wealth
Massachusetts
$270K +$3.11K +12 +1%
NB
1259
NBT Bank
New York
$269K -$57.6K -222 -17%
PWPS
1260
Pinnacle Wealth Planning Services
Ohio
$268K -$1.55K -6 -0.5%
SQA
1261
Simon Quick Advisors
New Jersey
$268K +$16.3K +63 +6%
AF
1262
Aldebaran Financial
$268K -$5.18K -20 -2%
PA
1263
PSI Advisors
Florida
$268K +$64.6K +249 +29%
QWP
1264
Quotient Wealth Partners
Texas
$267K -$518 -2 -0.2%
FWCM
1265
Ferguson Wellman Capital Management
Oregon
$267K +$41.2K +159 +17%
WAM
1266
Walker Asset Management
Missouri
$267K -$77.5K -299 -21%
VCA
1267
Verdence Capital Advisors
Maryland
$266K -$15K -58 -5%
CFS
1268
CRA Financial Services
New Jersey
$266K -$11.7K -45 -4%
TFF
1269
The Family Firm
Maryland
$264K +$259 +1 +0.1%
LWL
1270
Leo Wealth LLC
Texas
$263K -$69.2K -267 -20%
GC
1271
Grimes & Company
Massachusetts
$262K +$38.9K +150 +16%
SG
1272
StoneX Group
New York
$261K +$44.8K +173 +19%
SIA
1273
Schechter Investment Advisors
Michigan
$261K -$145K -558 -34%
HA
1274
Harbor Advisors
Florida
$261K – – –
AWM
1275
Avior Wealth Management
Nebraska
$261K -$12.7K -49 -4%
49 50
51
52 53