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Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Advisornet Financial
Minnesota
$278K -$6.28K -93 -2%
SB
852
Strategic Blueprint
Georgia
$276K +$73.6K +1,091 +30%
CIP
853
Capital Insight Partners
Arizona
$275K -$44.5K -659 -12%
CHC
854
City Holding Co
West Virginia
$273K
MG
855
Mather Group
Illinois
$271K -$6.68K -99 -2%
CBT
856
CoreFirst Bank & Trust
Kansas
$270K -$14.3K -212 -4%
SWM
857
Silverlake Wealth Management
Vermont
$270K +$202 +3 +0.1%
KA
858
KLCM Advisors
Wisconsin
$269K -$1.08K -16 -0.3%
BF
859
BOK Financial
Oklahoma
$268K -$331K -4,900 -51%
PBO
860
Peoples Bank (Ohio)
Ohio
$267K -$37.2K -551 -11%
MW
861
Marcum Wealth
Ohio
$263K -$36.4K -540 -11%
WSC
862
Wellington Shields & Co
New York
$263K
GA
863
Geller Advisors
New York
$263K +$29.5K +437 +11%
FNBOSM
864
First National Bank of South Miami
Florida
$263K -$84.6K -1,253 -22%
FMP
865
Financial Management Professionals
Texas
$263K +$58.3K +864 +24%
AWE
866
Avidian Wealth Enterprises
Texas
$262K +$27.2K +403 +10%
WPW
867
Waldron Private Wealth
Pennsylvania
$261K +$6.88K +102 +2%
PWP
868
Private Wealth Partners
California
$261K +$304K +4,500 New
DWM
869
Drive Wealth Management
Utah
$261K -$202 -3 -0.1%
PIA
870
Pinion Investment Advisors
Kansas
$260K -$113K -1,680 -27%
FAIM
871
Financial Advocates Investment Management
Washington
$260K +$21.1K +312 +7%
OIA
872
Optimum Investment Advisors
Illinois
$258K -$38.8K -575 -11%
IAN
873
Integrated Advisors Network
Texas
$256K -$64.2K -951 -18%
SIM
874
Sentry Investment Management
Wisconsin
$255K -$3.44K -51 -1%
WAM
875
Worth Asset Management
Texas
$255K -$12K -178 -4%