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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Clearstead Advisors
Ohio
$306K +$307K +2,962 New
CFG
1127
Citizens Financial Group
Rhode Island
$305K – – –
MC
1128
Middleton & Co
Massachusetts
$305K – – –
LBC
1129
Lowe Brockenbrough & Co
Virginia
$303K – – –
FHA
1130
Flagship Harbor Advisors
Massachusetts
$303K +$287K +2,769 New
PG
1131
Patten Group
Tennessee
$302K +$285K +2,754 New
FHB
1132
First Hawaiian Bank
Hawaii
$301K +$72.6K +701 +32%
GCAC
1133
Guardian Capital Advisors (Canada)
Ontario, Canada
$295K -$97.3K -940 -25%
AHC
1134
Adell Harriman & Carpenter
Texas
$295K +$31.1K +300 +12%
PSC
1135
Prentiss Smith & Co
Vermont
$294K +$9.73K +94 +3%
CCP
1136
Corient Capital Partners
California
$293K -$254K -2,450 -46%
MCWS
1137
McKinley Carter Wealth Services
West Virginia
$292K -$20.3K -196 -6%
KWMG
1138
King Wealth Management Group
Florida
$292K – – –
BBNB
1139
Baker Boyer National Bank
Washington
$287K +$207 +2 +0.1%
PHAM
1140
Palisades Hudson Asset Management
Florida
$280K +$22.5K +217 +9%
BB
1141
Bell Bank
North Dakota
$276K +$414 +4 +0.1%
FMII
1142
Farmers & Merchants Investments Inc
Nebraska
$275K – – –
ICOA
1143
Investment Centers of America
North Dakota
$270K -$67.4K -651 -20%
JMFC
1144
J.M. Forbes & Co
Massachusetts
$269K – – –
OCM
1145
One Capital Management
California
$268K – – –
DIA
1146
Dana Investment Advisors
Wisconsin
$268K +$24K +232 +10%
PAS
1147
Park Avenue Securities
New York
$268K +$263K +2,538 New
FMWA
1148
Forvis Mazars Wealth Advisors
Missouri
$267K +$6.94K +67 +3%
FANJ
1149
Financial Architects (New Jersey)
New Jersey
$261K -$2.48K -24 -0.9%
HCM
1150
Howland Capital Management
Massachusetts
$261K +$261K +2,525 New
44 45
46
47 48