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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
1451
Platform Technology Partners
New York
$355K
NAS
1452
Nicolet Advisory Services
Wisconsin
$354K +$63.2K +442 +22%
ACM
1453
AlphaStar Capital Management
North Carolina
$353K -$33.7K -236 -9%
TNB
1454
Thomasville National Bank
Georgia
$352K -$85.5K -598 -21%
HWA
1455
Heritage Wealth Advisors
Virginia
$352K
CFP
1456
Catalyst Financial Partners
Massachusetts
$352K -$7.15K -50 -2%
AIM
1457
Alhambra Investment Management
Florida
$351K -$298K -2,085 -47%
EWA
1458
Etesian Wealth Advisors
Oregon
$351K -$41.7K -292 -11%
NDSI
1459
Newman Dignan & Sheerar Inc
Rhode Island
$350K +$143 +1 +0%
LFA
1460
Laraway Financial Advisors
Minnesota
$349K +$286 +2 +0.1%
SM
1461
Sweeney & Michel
California
$348K +$11K +77 +4%
GIA
1462
GHP Investment Advisors
Colorado
$347K
PFA
1463
Plotkin Financial Advisors
Maryland
$347K
WSCM
1464
Wellington Shields Capital Management
New York
$347K +$36.4K +255 +13%
CFG
1465
Carr Financial Group
Massachusetts
$347K -$44.3K -310 -12%
HBT
1466
Hills Bank & Trust
Iowa
$346K +$7.86K +55 +2%
BP
1467
BBR Partners
New York
$346K +$325K +2,272 New
AO
1468
Advisor OS
Illinois
$345K -$129K -901 -28%
SIMG
1469
Sonora Investment Management Group
Arizona
$345K +$25.3K +177 +8%
RWM
1470
RKL Wealth Management
Pennsylvania
$345K -$2.29K -16 -0.7%
MA
1471
Modus Advisors
Minnesota
$344K +$1.43K +10 +0.4%
RW
1472
Rede Wealth
Virginia
$344K -$6.72K -47 -2%
CJ
1473
Caitlin John
Michigan
$343K -$130K -908 -29%
KAS
1474
KPP Advisory Services
Kentucky
$343K -$429 -3 -0.1%
MGIA
1475
Matthew Goff Investment Advisor
Texas
$343K