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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
1501
Intelligence Driven Advisers
California
$247K +$33.4K +92 +13%
NP
1502
Nilsine Partners
Colorado
$247K +$14.2K +39 +5%
APG
1503
Abacus Planning Group
South Carolina
$247K -$26.5K -73 -8%
FFL
1504
Financial Freedom LLC
Ohio
$246K +$1.09K +3 +0.4%
PA
1505
PFG Advisors
Arizona
$245K -$135K -372 -32%
BB
1506
Bell Bank
North Dakota
$245K -$2.18K -6 -0.8%
CPIA
1507
Cornell Pochily Investment Advisors
New York
$244K +$363 +1 +0.1%
BAM
1508
BOS Asset Management
Illinois
$244K – – –
SAMT
1509
Select Asset Management & Trust
Pennsylvania
$244K -$363K -1,000 -56%
SP
1510
Saranac Partners
$244K -$20.7K -57 -7%
WG
1511
Welch Group
Alabama
$243K +$17.8K +49 +7%
NB
1512
NBT Bank
New York
$243K -$56.3K -155 -17%
WWM
1513
Westwood Wealth Management
California
$243K – – –
PFM
1514
Phillips Financial Management
Indiana
$243K -$32K -88 -10%
BIG
1515
Brookwood Investment Group
Arizona
$242K -$1.09K -3 -0.4%
SCM
1516
SummitPoint Capital Management
Colorado
$242K – – –
BFA
1517
Bragg Financial Advisors
North Carolina
$241K – – –
FM
1518
Family Management
New York
$241K +$727 +2 +0.3%
BSB
1519
Bangor Savings Bank
Maine
$241K -$11.6K -32 -4%
TWP
1520
Tower Wealth Partners
Pennsylvania
$240K +$54.9K +151 +25%
RSWM
1521
Robertson Stephens Wealth Management
California
$239K -$1.82K -5 -0.7%
CWM
1522
Calamos Wealth Management
Illinois
$237K -$20.7K -57 -7%
GRWP
1523
Green Ridge Wealth Planning
New Jersey
$237K -$9.08K -25 -3%
HC
1524
Hamilton Capital
Ohio
$237K +$363 +1 +0.1%
LA
1525
Legacy Advisors
Pennsylvania
$237K +$274K +753 New
59 60
61
62 63