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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1051
NBT Bank
New York
$675K -$84.7K -1,088 -10%
AFG
1052
Atomi Financial Group
New York
$675K -$77.7K -997 -9%
AGWCA
1053
Annis Gardner Whiting Capital Advisors
Florida
$671K +$177K +2,267 +28%
AWA
1054
Arete Wealth Advisors
Illinois
$668K -$40.2K -516 -5%
DS
1055
DRW Securities
Illinois
$667K -$601K -7,716 -43%
DWT
1056
Dorsey & Whitney Trust
South Dakota
$663K +$2.96K +38 +0.4%
ST
1057
Sabal Trust
Florida
$661K +$172K +2,211 +28%
SACTSONJ
1058
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$659K – – –
PGWM
1059
Pitti Group Wealth Management
New York
$658K +$13.6K +174 +2%
AC
1060
AXQ Capital
New Jersey
$654K +$781K +10,029 New
CI
1061
Cigna Investments
Connecticut
$653K -$22.2K -285 -3%
CFO
1062
Callan Family Office
Pennsylvania
$653K -$131K -1,683 -14%
FCM
1063
Firsthand Capital Management
California
$653K – – –
MPPLM
1064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$651K +$65.5K +841 +9%
AC
1065
AlphaCore Capital
California
$651K -$146K -1,876 -16%
MWM
1066
Meridian Wealth Management
Kentucky
$648K -$69.2K -888 -8%
HIM
1067
Hillsdale Investment Management
Ontario, Canada
$646K +$771K +9,900 New
PW
1068
Paladin Wealth
Minnesota
$642K +$94.2K +1,209 +14%
DWP
1069
Daymark Wealth Partners
Ohio
$639K -$52.1K -669 -6%
LDB
1070
Lee, Danner & Bass
Tennessee
$637K -$31.2K -400 -4%
JIC
1071
Johnson Investment Counsel
Ohio
$633K +$302K +3,882 +67%
CIA
1072
Capital Investment Advisors
Georgia
$629K -$34.5K -443 -4%
IAN
1073
Integrated Advisors Network
Texas
$615K +$206K +2,647 +39%
CW
1074
CreativeOne Wealth
Kansas
$613K +$11.1K +142 +2%
MCA
1075
Martin Capital Advisors
Texas
$610K -$5.3K -68 -0.7%
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