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Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
551
First Bank & Trust
South Dakota
$245K +$271K +1,587 New
CAG
552
Crestwood Advisors Group
Massachusetts
$245K -$4.09K -24 -1%
SSCA
553
South Shore Capital Advisors
Massachusetts
$244K -$340K -1,993 -56%
MOS
554
MGO One Seven
Ohio
$242K -$64.8K -380 -19%
SI
555
Seeds Investor
New York
$240K +$512 +3 +0.2%
SCM
556
SCS Capital Management
Massachusetts
$240K +$266K +1,558 New
MGIA
557
Moneta Group Investment Advisors
Missouri
$235K +$260K +1,523 New
OCA
558
OpenArc Corporate Advisory
Georgia
$234K -$193K -1,134 -43%
FFN
559
Focus Financial Network
Minnesota
$233K +$258K +1,515 New
CMP
560
Christine Messmer PC
Pennsylvania
$230K +$254K +1,490 New
AWP
561
Abacus Wealth Partners
California
$229K -$731K -4,287 -74%
HNB
562
Huntington National Bank
Ohio
$229K -$14.3K -84 -5%
RWP
563
RWA Wealth Partners
Massachusetts
$229K -$7.16M -41,977 -97%
WCFA
564
Walkner Condon Financial Advisors
Wisconsin
$226K +$251K +1,469 New
FWI
565
Facet Wealth Inc
Maryland
$226K +$250K +1,467 New
KP
566
Keel Point
Alabama
$224K +$247K +1,450 New
AP
567
Arlington Partners
Alabama
$222K +$4.95K +29 +2%
NI
568
Natural Investments
California
$221K -$829K -4,861 -77%
TYCC
569
Texas Yale Capital Corp
Florida
$220K +$8.53K +50 +4%
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$213K +$33.4K +196 +17%
SMA
571
Seven Mile Advisory
New Jersey
$211K -$4.43K -26 -2%
C
572
Certuity
Florida
$211K +$7.5K +44 +3%
SVWAG
573
Sound View Wealth Advisors Group
Georgia
$211K +$233K +1,367 New
FT
574
Fiduciary Trust
Massachusetts
$211K -$38.4K -225 -14%
S
575
Sunpointe
Missouri
$209K – – –
21 22
23
24 25