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Name Holding Trade Value Shares
Change
Change in
Stake
FB
1251
First Bancorp
Maine
$331K -$11K -42 -4%
CA
1252
Cambridge Advisors
Nebraska
$331K -$23.6K -90 -7%
PK
1253
Pflug Koory
Nebraska
$330K
NAS
1254
Nicolet Advisory Services
Wisconsin
$330K -$3.41K -13 -1%
CL
1255
CVFG LLC
Indiana
$330K -$11.8K -45 -4%
ATC
1256
Adirondack Trust Company
New York
$329K
TPI
1257
Trust Point Inc
Wisconsin
$329K +$7.35K +28 +3%
EWM
1258
Edge Wealth Management
New York
$328K -$26K -99 -8%
TWM
1259
Tradition Wealth Management
Minnesota
$327K -$37.3K -142 -11%
BWM
1260
BigSur Wealth Management
Florida
$325K
GWS
1261
Greykasell Wealth Strategies
California
$325K -$19.2K -73 -6%
NCM
1262
Narwhal Capital Management
Georgia
$324K
GC
1263
Grimes & Company
Massachusetts
$323K +$5.25K +20 +2%
ALC
1264
Alexander Labrunerie & Co
Missouri
$323K
TFS
1265
Thoroughbred Financial Services
Tennessee
$322K -$12.1K -46 -4%
AFP
1266
Ausdal Financial Partners
Iowa
$321K -$48.1K -183 -14%
CFS
1267
Commonwealth Financial Services
West Virginia
$321K +$2.89K +11 +1%
WH
1268
Willner & Heller
California
$318K -$85.9K -327 -23%
KFA
1269
Kapstone Financial Advisors
Ohio
$317K -$13.1K -50 -4%
BFC
1270
Bedel Financial Consulting
Indiana
$317K -$20.7K -79 -7%
HC
1271
Hamilton Capital
Ohio
$316K +$287K +1,093 New
LIA
1272
LBMC Investment Advisors
Tennessee
$315K -$132K -503 -32%
LAM
1273
L2 Asset Management
Massachusetts
$314K +$19.2K +73 +7%
FWA
1274
FSM Wealth Advisors
Ohio
$314K +$285K +1,087 New
NL
1275
NWAM LLC
Washington
$311K -$37.6K -143 -12%