Name Holding Trade Value Shares
Change
Change in
Stake
NB
1351
Nicolet Bankshares
Wisconsin
$447K -$21.4K -47 -5%
MWPCG
1352
Measured Wealth Private Client Group
New Hampshire
$443K -$106K -233 -20%
CFA
1353
CWS Financial Advisors
Michigan
$442K +$37.4K +82 +10%
SFG
1354
SevenBridge Financial Group
Pennsylvania
$441K – – –
AIA
1355
Accelerate Investment Advisors
California
$440K +$421K +922 New
TA
1356
TFB Advisors
Kansas
$438K +$4.56K +10 +1%
MA
1357
MONECO Advisors
Connecticut
$437K +$28.7K +63 +7%
HWMO
1358
Heritage Wealth Management (Ohio)
Ohio
$437K -$75.3K -165 -15%
TTWM
1359
TCV Trust & Wealth Management
Virginia
$435K – – –
TIA
1360
Tiemann Investment Advisors
California
$435K -$9.13K -20 -2%
MA
1361
MJP Associates
Connecticut
$435K -$52.9K -116 -11%
Capstone Investment Advisors
1362
Capstone Investment Advisors
New York
$433K -$1.48M -3,252 -78%
PWM
1363
Power Wealth Management
Georgia
$433K +$21K +46 +5%
BFW
1364
Brady Family Wealth
Missouri
$431K -$456 -1 -0.1%
KA
1365
Klingman & Associates
New York
$429K +$1.82K +4 +0.4%
APWM
1366
Argonautica Private Wealth Management
Massachusetts
$428K +$456 +1 +0.1%
TWA
1367
Tandem Wealth Advisors
Arizona
$425K +$30.1K +66 +8%
AWE
1368
Avidian Wealth Enterprises
Texas
$425K +$18.3K +40 +5%
THCM
1369
Taylor Hoffman Capital Management
Virginia
$424K +$424K +929 New
LWL
1370
Leo Wealth LLC
Texas
$423K +$5.47K +12 +1%
FHB
1371
First Hawaiian Bank
Hawaii
$422K -$19.6K -43 -5%
HFBOT
1372
Home Federal Bank of Tennessee
Tennessee
$420K – – –
GC
1373
Grimes & Company
Massachusetts
$418K -$1.37K -3 -0.3%
AFG
1374
ABLE Financial Group
Arizona
$417K +$73.9K +162 +23%
OWP
1375
Obermeyer Wealth Partners
Colorado
$417K – – –