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Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
1826
Mechanics Bank - Trust Department
California
$1.16M +$131K +439 +13%
SAM
1827
Secure Asset Management
Michigan
$1.16M +$63.2K +211 +6%
OFS
1828
OneAscent Financial Services
Alabama
$1.16M -$335K -1,119 -22%
CSB
1829
City State Bank
Iowa
$1.15M +$5.99K +20 +0.5%
FCFC
1830
First Commonwealth Financial Corp
Pennsylvania
$1.15M +$32.6K +109 +3%
FCM
1831
Firestone Capital Management
Florida
$1.15M +$2.1K +7 +0.2%
GW
1832
Griffith & Werner
Georgia
$1.15M -$9.88K -33 -0.8%
FCA
1833
Fortis Capital Advisors
Kansas
$1.15M +$11.7K +39 +1%
WDG
1834
Wealth Dimensions Group
Ohio
$1.15M -$68K -227 -6%
PS
1835
Planned Solutions
California
$1.15M +$7.49K +25 +0.6%
MSG
1836
Main Street Group
Virginia
$1.15M +$43.4K +145 +4%
BFF
1837
Byrne Financial Freedom
Massachusetts
$1.15M +$1.2K +4 +0.1%
LWAM
1838
Legacy Wealth Asset Management
Minnesota
$1.15M -$18.6K -62 -2%
EFG
1839
Ethos Financial Group
Pennsylvania
$1.15M -$88.9K -297 -7%
JWWM
1840
Johnson & White Wealth Management
Pennsylvania
$1.14M -$898 -3 -0.1%
MF
1841
Montis Financial
Massachusetts
$1.14M +$299 +1 +0%
FCM
1842
Fortis Capital Management
Washington
$1.14M +$120K +400 +12%
SAA
1843
Southeast Asset Advisors
Georgia
$1.14M -$299 -1 -0%
LI
1844
Lafayette Investments
Maryland
$1.14M – – –
IA
1845
IMZ Advisory
Florida
$1.14M +$299 +1 +0%
RC
1846
Roundview Capital
New Jersey
$1.14M +$157K +524 +16%
AlTi Global
1847
AlTi Global
New York
$1.13M +$304K +1,016 +36%
ACP
1848
Aviance Capital Partners
Florida
$1.13M – – –
BCP
1849
Berkeley Capital Partners
Georgia
$1.13M -$265K -886 -19%
SP
1850
SmartHarvest Portfolios
Washington
$1.12M +$1.14M +3,795 New