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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
976
Montecito Bank & Trust
California
$282K +$12.5K +300 +5%
MOS
977
MGO One Seven
Ohio
$282K +$28.8K +690 +13%
AC
978
ASB Consultores
Florida
$281K -$5.85K -140 -2%
CL
979
Choreo LLC
Illinois
$281K +$2.92K +70 +1%
NF
980
Nikulski Financial
Iowa
$280K
BWG
981
Beta Wealth Group
California
$279K -$29.7K -710 -11%
GBT
982
Grove Bank & Trust
Florida
$273K +$2.51K +60 +1%
PTC
983
Philadelphia Trust Company
Pennsylvania
$272K
CC
984
Courier Capital
New York
$272K
PTC
985
Private Trust Company
Ohio
$271K -$5.01K -120 -2%
CPC
986
Consolidated Planning Corp
Georgia
$270K +$233K +5,570 New
EWA
987
EverSource Wealth Advisors
Alabama
$268K -$38K -910 -14%
EH
988
Equitable Holdings
New York
$267K -$2.09K -50 -0.9%
BEAM
989
Baker Ellis Asset Management
Washington
$267K
TCM
990
Telos Capital Management
California
$266K +$6.68K +160 +3%
I
991
InceptionR
California
$264K +$228K +5,450 New
AA
992
AlphaMark Advisors
Kentucky
$264K
MIM
993
Morningstar Investment Management
Illinois
$264K +$227K +5,440 New
CFP
994
Catalyst Financial Partners
Massachusetts
$264K +$227K +5,440 New
DI
995
DFPG Investments
Utah
$264K +$234K +5,600 New
ABC
996
Associated Banc-Corp
Wisconsin
$263K
AFG
997
Atomi Financial Group
New York
$261K -$418 -10 -0.2%
JCIA
998
Jackson Creek Investment Advisors
Colorado
$260K +$224K +5,370 New
MCM
999
MV Capital Management
Maryland
$260K +$52.2K +1,250 +30%
GSIS
1000
Global Strategic Investment Solutions
Arizona
$260K -$2.51K -60 -1%