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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1301
Modus Advisors
Minnesota
$207K +$222K +5,036 New
CBT
1302
CoreFirst Bank & Trust
Kansas
$206K -$51.7K -1,175 -19%
OAM
1303
Oppenheimer Asset Management
New York
$206K -$826K -18,781 -79%
TCWA
1304
Turtle Creek Wealth Advisors
Texas
$205K +$220K +5,004 New
Skandinaviska Enskilda Banken (SEB)
1305
Skandinaviska Enskilda Banken (SEB)
Sweden
$205K +$220K +5,000 New
AIM
1306
Alhambra Investment Management
Florida
$205K -$25K -568 -10%
WAM
1307
Weiss Asset Management
Massachusetts
$205K +$220K +4,998 New
GWANC
1308
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K -$2.95K -67 -1%
BRWA
1309
B. Riley Wealth Advisors
Florida
$204K -$24.9K -565 -10%
WP
1310
WealthPLAN Partners
Nebraska
$203K -$585K -13,306 -73%
BONST
1311
Bank of Nova Scotia Trust
Ontario, Canada
$202K -$108K -2,465 -33%
FWP
1312
FAS Wealth Partners
Kansas
$202K -$52.7K -1,197 -20%
PAS
1313
Professional Advisory Services
Florida
$201K – – –
FIA
1314
Foundations Investment Advisors
Arizona
$201K -$175K -3,976 -45%
MPWT
1315
MassMutual Private Wealth & Trust
Connecticut
$201K -$4.22K -96 -2%
BAM
1316
Blueshift Asset Management
New Jersey
$201K -$1.92M -43,598 -90%
AOWM
1317
Alpha Omega Wealth Management
Virginia
$201K -$13.3K -302 -6%
DE
1318
Defiance ETFs
New York
$201K +$33.8K +768 +20%
FNT
1319
First National Trust
Pennsylvania
$200K -$51K -1,160 -19%
HIP
1320
HUB Investment Partners
Texas
$200K +$92.4K +2,100 +76%
NFSG
1321
Newbridge Financial Services Group
Florida
$199K +$88.2K +2,006 +71%
AF
1322
Advisornet Financial
Minnesota
$196K -$3.12K -71 -1%
CWM
1323
Copia Wealth Management
Oregon
$193K -$880 -20 -0.4%
TPCW
1324
TD Private Client Wealth
New York
$193K -$4.93K -112 -2%
LFA
1325
Laraway Financial Advisors
Minnesota
$190K -$12.9K -294 -6%