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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
301
Allegheny Financial Group
Pennsylvania
$315K +$304K +5,198 New
TF
302
Tompkins Financial
New York
$313K -$234K -4,000 -44%
AC
303
AlphaCore Capital
California
$309K -$16.8K -287 -5%
APP
304
Avantax Planning Partners
Iowa
$308K +$52.2K +892 +21%
EB
305
Emprise Bank
Kansas
$303K – – –
EWA
306
Emergent Wealth Advisors
New York
$302K – – –
SI
307
Stephens Inc
Arkansas
$301K +$117 +2 +0%
URS
308
Utah Retirement Systems
Utah
$297K – – –
FHC
309
First Heartland Consultants
Missouri
$295K +$285K +4,870 New
BP
310
Ballentine Partners
Massachusetts
$294K +$43.1K +737 +18%
CBA
311
Coastal Bridge Advisors
Connecticut
$291K -$3.63K -62 -1%
GFS
312
GYL Financial Synergies
Connecticut
$287K -$1.7K -29 -0.6%
P
313
&Partners
Tennessee
$268K +$259K +4,426 New
SFA
314
Sequoia Financial Advisors
Ohio
$264K +$255K +4,363 New
PAM
315
Panagora Asset Management
Massachusetts
$264K -$8.24K -141 -3%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$263K – – –
BCM
317
BlueCrest Capital Management
Jersey
$259K +$250K +4,273 New
NWWA
318
New Wave Wealth Advisors
Arkansas
$258K +$3.68K +63 +2%
HOWA
319
Heritage Oak Wealth Advisors
Florida
$258K +$249K +4,251 New
NC
320
nVerses Capital
Florida
$255K +$76K +1,300 +45%
HNB
321
Huntington National Bank
Ohio
$250K +$49.6K +848 +26%
AWM
322
AE Wealth Management
Kansas
$249K +$240K +4,112 New
FAIM
323
Financial Advocates Investment Management
Washington
$249K -$4.56K -78 -2%
AWS
324
Atria Wealth Solutions
New York
$247K -$1.4K -24 -0.6%
CNC
325
Citizens & Northern Corp
Pennsylvania
$243K +$5.2K +89 +2%
11 12
13
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