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MetLife
MET

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
801
IHT Wealth Management
Illinois
$345K +$113K +1,809 +49%
CNBT
802
Canandaigua National Bank & Trust
New York
$344K +$7.85K +126 +2%
SB
803
Strategic Blueprint
Georgia
$344K +$13.5K +217 +4%
IWA
804
IBEX Wealth Advisors
New Jersey
$343K +$339K +5,450 New
CI
805
CX Institutional
Indiana
$339K +$35.9K +577 +12%
ESB
806
Essex Savings Bank
Connecticut
$336K -$28.7K -461 -8%
SVWAG
807
Sound View Wealth Advisors Group
Georgia
$333K +$13.3K +214 +4%
NAS
808
Nicolet Advisory Services
Wisconsin
$330K -$5.54K -89 -2%
BFA
809
Bragg Financial Advisors
North Carolina
$330K -$11.3K -181 -3%
WI
810
Wedgewood Investors
Pennsylvania
$328K -$12.1K -195 -4%
ZF
811
Zhang Financial
Michigan
$326K – – –
NSIM
812
North Star Investment Management
Illinois
$321K +$62 +1 +0%
BS
813
Bessemer Securities
New York
$321K -$433K -6,950 -58%
FAN
814
Financial Advisors Network
California
$320K +$317K +5,087 New
SCM
815
Shelton Capital Management
Colorado
$318K – – –
NFG
816
Nations Financial Group
Iowa
$317K +$3.3K +53 +1%
KA
817
Kearns & Associates
California
$315K – – –
GL
818
Graypoint LLC
New York
$310K +$307K +4,935 New
SMC
819
Smith, Moore & Co
Missouri
$310K -$27.5K -442 -8%
KA
820
KLCM Advisors
Wisconsin
$310K +$10.7K +171 +4%
SC
821
Syon Capital
California
$306K +$303K +4,863 New
QCG
822
Quadrant Capital Group
Ohio
$305K +$42.5K +683 +16%
DAS
823
Dynamic Advisor Solutions
Arizona
$303K +$300K +4,822 New
CWP
824
Concord Wealth Partners
Virginia
$301K +$236K +3,788 +378%
AWE
825
Avidian Wealth Enterprises
Texas
$298K -$15.4K -248 -5%
31 32
33
34 35