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Name Holding Trade Value Shares
Change 		Change in
Stake
RT
926
Rockland Trust
Massachusetts
$279K – – –
PFGIA
927
Patriot Financial Group Insurance Agency
Massachusetts
$278K +$771 +12 +0.3%
AC
928
Allstate Corporation
Illinois
$278K +$707 +11 +0.3%
PWP
929
Phillips Wealth Planners
Mississippi
$277K +$46.3K +720 +20%
BAM
930
Berkshire Asset Management
Pennsylvania
$275K -$1.86K -29 -0.7%
3IP
931
3Chopt Investment Partners
Virginia
$274K – – –
TCM
932
Telos Capital Management
California
$271K – – –
BJL
933
Brighton Jones LLC
Washington
$271K +$276K +4,291 New
VT
934
Vise Technologies
New York
$270K +$15.9K +248 +6%
WG
935
Welch Group
Alabama
$270K -$3.86K -60 -1%
B
936
Barings
North Carolina
$269K -$103K -1,599 -27%
AF
937
Allworth Financial
California
$268K -$1.99K -31 -0.7%
WA
938
WP Advisors
California
$267K +$514 +8 +0.2%
FWM
939
Finer Wealth Management
Massachusetts
$267K – – –
JWCA
940
J.W. Cole Advisors
Florida
$266K +$2.12K +33 +0.8%
ST
941
Somerset Trust
Pennsylvania
$265K -$19.9K -310 -7%
OWA
942
One Wealth Advisors
California
$265K -$14.7K -229 -5%
FAG
943
Fortitude Advisory Group
Washington
$263K -$5.98K -93 -2%
HIC
944
Holderness Investments Company
North Carolina
$263K +$3.86K +60 +1%
NRD
945
Nebula Research & Development
New York
$262K +$267K +4,149 New
CA
946
Claro Advisors
Massachusetts
$262K +$40.4K +628 +18%
SIAG
947
Safeguard Investment Advisory Group
California
$261K -$36.8K -573 -12%
CG
948
Corundum Group
Colorado
$259K +$264K +4,100 New
RBC
949
Romano Brothers & Co
Illinois
$258K – – –
FNBT
950
FineMark National Bank & Trust
Florida
$257K +$35.7K +556 +16%
36 37
38
39 40