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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1251
Orca Wealth Management
Florida
$277K -$3.89K -15 -1%
BWM
1252
BigSur Wealth Management
Florida
$275K – – –
RB
1253
Renasant Bank
Mississippi
$274K +$291K +1,124 New
NCM
1254
Narwhal Capital Management
Georgia
$273K – – –
ALC
1255
Alexander Labrunerie & Co
Missouri
$273K – – –
SCA
1256
Stonebridge Capital Advisors
Minnesota
$272K -$16.9K -65 -5%
AWE
1257
Avidian Wealth Enterprises
Texas
$270K -$52.9K -204 -16%
PA
1258
PFG Advisors
Arizona
$270K -$12.2K -47 -4%
SW
1259
SVB Wealth
Massachusetts
$270K +$3.11K +12 +1%
NB
1260
NBT Bank
New York
$269K -$57.6K -222 -17%
PWPS
1261
Pinnacle Wealth Planning Services
Ohio
$268K -$1.55K -6 -0.5%
SQA
1262
Simon Quick Advisors
New Jersey
$268K +$16.3K +63 +6%
AF
1263
Aldebaran Financial
$268K -$5.18K -20 -2%
PA
1264
PSI Advisors
Florida
$268K +$64.6K +249 +29%
QWP
1265
Quotient Wealth Partners
Texas
$267K -$518 -2 -0.2%
FWCM
1266
Ferguson Wellman Capital Management
Oregon
$267K +$41.2K +159 +17%
WAM
1267
Walker Asset Management
Missouri
$267K -$77.5K -299 -21%
VCA
1268
Verdence Capital Advisors
Maryland
$266K -$15K -58 -5%
CFS
1269
CRA Financial Services
New Jersey
$266K -$11.7K -45 -4%
TFF
1270
The Family Firm
Maryland
$264K +$259 +1 +0.1%
LWL
1271
Leo Wealth LLC
Texas
$263K -$69.2K -267 -20%
GC
1272
Grimes & Company
Massachusetts
$262K +$38.9K +150 +16%
SG
1273
StoneX Group
New York
$261K +$44.8K +173 +19%
SIA
1274
Schechter Investment Advisors
Michigan
$261K -$145K -558 -34%
HA
1275
Harbor Advisors
Florida
$261K – – –
49 50
51
52 53