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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Continuum Advisory
Idaho
$766K -$86.4K -836 -10%
NJIM
1252
Nabity-Jensen Investment Management
Nebraska
$764K +$3.83K +37 +0.5%
PWAM
1253
Pinnacle West Asset Management
Wyoming
$762K – – –
AWM
1254
Avior Wealth Management
Nebraska
$761K -$488K -4,717 -38%
TIM
1255
Tevis Investment Management
Texas
$761K – – –
JCM
1256
Jag Capital Management
Missouri
$756K -$18.5K -179 -2%
RMCM
1257
Reynders McVeigh Capital Management
Massachusetts
$754K -$110K -1,064 -12%
SA
1258
Seneschal Advisors
Washington
$753K -$11.5K -111 -1%
SIM
1259
SWP Investment Management
Ohio
$752K +$792K +7,666 New
AWA
1260
Arete Wealth Advisors
Illinois
$746K -$91.2K -882 -10%
PP
1261
PDS Planning
Ohio
$745K +$58.8K +569 +8%
NHT
1262
New Hampshire Trust
New Hampshire
$743K +$1.65K +16 +0.2%
FSCM
1263
Front Street Capital Management
Montana
$743K -$142K -1,369 -15%
PFS
1264
Physicians Financial Services
North Carolina
$743K -$20.6K -199 -3%
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$743K +$66.8K +646 +9%
PCA
1266
Purkiss Capital Advisors
Connecticut
$738K -$20.7K -200 -3%
MFG
1267
Magnus Financial Group
New York
$736K +$8.99K +87 +1%
CNBT
1268
Canandaigua National Bank & Trust
New York
$736K +$458K +4,429 +144%
DFG
1269
Delta Financial Group
New Jersey
$736K +$1.24K +12 +0.2%
TPI
1270
Trust Point Inc
Wisconsin
$736K -$381K -3,682 -33%
CC
1271
Centiva Capital
New York
$736K -$2.11M -20,437 -73%
GM
1272
GeoWealth Management
Illinois
$734K -$167K -1,619 -18%
BB
1273
Burford Brothers
Texas
$733K +$3K +29 +0.4%
HPC
1274
HM Payson & Co
Maine
$733K +$23.6K +228 +3%
LW
1275
Linscomb Wealth
Texas
$731K -$81.9K -792 -10%
49 50
51
52 53