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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1601
Nicolet Bankshares
Wisconsin
$258K -$9.29K -372 -3%
AP
1602
Atwood & Palmer
Missouri
$258K -$624 -25 -0.2%
BIC
1603
Beach Investment Counsel
Pennsylvania
$258K
CHA
1604
Carmichael Hill & Associates
Maryland
$258K -$24.8K -992 -8%
KC
1605
Knuff & Co
California
$258K -$216K -8,654 -44%
WAL
1606
W Advisors LLC
Tennessee
$258K
IF
1607
Integrity Financial
Wyoming
$257K +$274K +10,976 New
FC
1608
FCA Corp
Texas
$257K -$2.52K -101 -0.9%
SAM
1609
SignalPoint Asset Management
Missouri
$257K -$5.84K -234 -2%
RW
1610
REDW Wealth
New Mexico
$257K -$81.2K -3,250 -23%
PAM
1611
Peak Asset Management
Colorado
$257K -$46.2K -1,850 -14%
SFI
1612
SPC Financial Inc
Maryland
$256K -$190K -7,627 -41%
SWP
1613
Strategic Wealth Partners
Ohio
$256K -$552K -22,120 -67%
MA
1614
Montag & Associates
Georgia
$256K -$91.9K -3,680 -25%
CSPAM
1615
Cary Street Partners Asset Management
Virginia
$256K
WB
1616
Webster Bank
Connecticut
$256K -$150K -6,021 -36%
DAS
1617
Diversify Advisory Services
Utah
$255K -$11.7K -468 -4%
AWE
1618
Avidian Wealth Enterprises
Texas
$255K -$199K -7,950 -42%
HFO
1619
Heritage Family Offices
Arizona
$254K -$405K -16,225 -60%
FBFS
1620
First Business Financial Services
Wisconsin
$253K +$3.7K +148 +1%
AWM
1621
Avaii Wealth Management
Wisconsin
$252K +$71.7K +2,873 +36%
CIC
1622
Carnegie Investment Counsel
Ohio
$251K -$956K -38,296 -78%
SEIA
1623
Signature Estate & Investment Advisors
California
$251K +$2.8K +112 +1%
FCMC
1624
Founders Capital Management (Connecticut)
Connecticut
$250K -$703K -28,164 -73%
SFP
1625
Shepherd Financial Partners
Massachusetts
$249K -$161K -6,462 -38%