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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1126
Legacy Private Trust
Wisconsin
$212K – – –
DC
1127
Diametric Capital
Massachusetts
$212K +$213K +2,962 New
NRWA
1128
North Ridge Wealth Advisors
Oregon
$211K – – –
GIP
1129
Greatmark Investment Partners
Georgia
$211K – – –
MSAM
1130
Moloney Securities Asset Management
Missouri
$210K -$70.1K -973 -25%
MA
1131
MKT Advisors
California
$210K – – –
LW
1132
Linscomb Wealth
Texas
$210K -$10.7K -149 -5%
CNBT
1133
Canandaigua National Bank & Trust
New York
$209K -$216 -3 -0.1%
AC
1134
Apella Capital
Connecticut
$209K +$210K +2,922 New
MWA
1135
Medallion Wealth Advisors
Connecticut
$208K -$12.7K -177 -6%
DS
1136
DRW Securities
Illinois
$207K -$1.6M -22,275 -88%
LFS
1137
Leibman Financial Services
Nebraska
$203K -$10K -139 -5%
BBW
1138
Blue Barn Wealth
Utah
$203K +$205K +2,841 New
IA
1139
Integrity Alliance
Iowa
$203K +$204K +2,839 New
APG
1140
Abacus Planning Group
South Carolina
$203K -$16.9K -235 -8%
OC
1141
Oakworth Capital
Alabama
$203K +$64.8K +900 +47%
ST
1142
Spinnaker Trust
Maine
$203K +$204K +2,833 New
CWG
1143
Cornerstone Wealth Group
North Carolina
$203K +$204K +2,833 New
PA
1144
PFW Advisors
Georgia
$202K +$204K +2,829 New
SRC
1145
Stone Run Capital
New York
$201K +$202K +2,810 New
TC
1146
Trust Company
Kansas
$200K – – –
OWP
1147
ORG Wealth Partners
Texas
$194K – – –
FPB
1148
First PREMIER Bank
South Dakota
$190K +$11K +153 +6%
RTC
1149
Riverview Trust Company
Washington
$188K – – –
HWP
1150
Highline Wealth Partners
California
$184K +$16.3K +226 +10%