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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1251
Clifford Swan Investment Counsel
California
$253K -$5.69K -26 -2%
JFG
1252
Jefferies Financial Group
New York
$252K +$13.1K +60 +6%
SWM
1253
Seed Wealth Management
Illinois
$251K -$26.3K -120 -10%
YIA
1254
YHB Investment Advisors
Connecticut
$250K -$35.3K -161 -13%
NB
1255
NBT Bank
New York
$250K – – –
ESB
1256
Essex Savings Bank
Connecticut
$250K -$38.5K -176 -14%
FHA
1257
Flagship Harbor Advisors
Massachusetts
$250K -$54.1K -247 -18%
AF
1258
Aldebaran Financial
$250K – – –
FSC
1259
Full Sail Capital
Oklahoma
$250K +$241K +1,100 New
AUB
1260
Atlantic Union Bankshares
Virginia
$250K +$241K +1,099 New
GC
1261
Grimes & Company
Massachusetts
$248K +$3.5K +16 +1%
WG
1262
Wealth Group
North Carolina
$248K -$101K -461 -30%
GWM
1263
GSB Wealth Management
Connecticut
$248K +$239K +1,090 New
CFS
1264
Commonwealth Financial Services
West Virginia
$248K +$18.6K +85 +8%
SIA
1265
Soltis Investment Advisors
Utah
$247K +$35.3K +161 +17%
SCM
1266
Sage Capital Management
New Jersey
$247K +$238K +1,086 New
MWP
1267
Meriwether Wealth & Planning
Louisiana
$246K -$17.7K -81 -7%
PSP
1268
Pacific Sage Partners
Washington
$244K -$17.7K -81 -7%
CWMS
1269
Cannon Wealth Management Services
North Carolina
$244K -$7.01K -32 -3%
HA
1270
Harbor Advisors
Florida
$243K – – –
DWM
1271
Dakota Wealth Management
Florida
$242K +$6.57K +30 +3%
FFA
1272
Fi3 Financial Advisors
Indiana
$242K +$232K +1,058 New
HA
1273
Herold Advisors
New York
$241K – – –
DACS
1274
Dymon Asia Capital (Singapore)
Singapore
$241K +$232K +1,060 New
PWPS
1275
Pinnacle Wealth Planning Services
Ohio
$240K -$9.42K -43 -4%
49 50
51
52 53