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Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1601
Aspire Growth Partners
Florida
$244K -$5.9K -17 -2%
PIM
1602
Penobscot Investment Management
Massachusetts
$243K +$237K +683 New
YIA
1603
YHB Investment Advisors
Connecticut
$243K +$237K +682 New
PP
1604
PDT Partners
New York
$243K +$236K +681 New
OCM
1605
Orleans Capital Management
Louisiana
$242K +$236K +680 New
KTM
1606
Keeler Thomas Management
Utah
$242K -$2.64M -7,619 -92%
AF
1607
Arrow Financial
New York
$241K +$235K +678 New
BBNB
1608
Baker Boyer National Bank
Washington
$241K +$235K +678 New
JC
1609
JB Capital
Connecticut
$241K +$235K +677 New
UAS
1610
United Asset Strategies
New York
$241K -$5.55K -16 -2%
JAG
1611
Journey Advisory Group
Kentucky
$240K -$17.4K -50 -7%
CH
1612
Cromwell Holdings
Wyoming
$240K – – –
SHFG
1613
S Harris Financial Group
Texas
$240K +$234K +675 New
SFC
1614
Swisher Financial Concepts
Ohio
$239K +$233K +670 New
IIL
1615
Income Insurance Ltd
$238K +$232K +667 New
EAN
1616
Excelsior Advisor Network
Colorado
$237K +$231K +666 New
WF
1617
Welch & Forbes
Massachusetts
$237K +$231K +666 New
UFPG
1618
United Financial Planning Group
New York
$237K +$10.4K +30 +5%
CIA
1619
Choate Investment Advisors
Massachusetts
$236K +$230K +662 New
CBB
1620
Citizens Business Bank
California
$235K +$229K +661 New
DWA
1621
Douglass Winthrop Advisors
New York
$235K +$229K +661 New
NC
1622
North Capital
Utah
$235K +$229K +661 New
SCI
1623
Silver Coast Investments
United States
$235K +$229K +661 New
ACM
1624
AlphaStar Capital Management
North Carolina
$235K +$229K +659 New
1IA
1625
1620 Investment Advisors
Massachusetts
$234K -$1.74K -5 -0.8%
63 64
65
66 67