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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1151
Choice Wealth Advisors
Maine
$219K – – –
AC
1152
Addison Capital
Pennsylvania
$218K +$221 +3 +0.1%
SBWIC
1153
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K – – –
LPT
1154
Legacy Private Trust
Wisconsin
$218K – – –
MA
1155
MKT Advisors
California
$218K – – –
NRWA
1156
North Ridge Wealth Advisors
Oregon
$217K – – –
SIG
1157
Sargent Investment Group
Maryland
$217K +$217K +2,950 New
RIA
1158
Retirement Investment Advisors
Oklahoma
$216K -$13.8K -187 -6%
GIP
1159
Greatmark Investment Partners
Georgia
$216K – – –
LW
1160
Linscomb Wealth
Texas
$216K – – –
NP
1161
Nilsine Partners
Colorado
$216K +$216K +2,934 New
GIM
1162
Goelzer Investment Management
Indiana
$215K +$216K +2,932 New
SI
1163
Seeds Investor
New York
$215K +$216K +2,929 New
SteelPeak Wealth
1164
SteelPeak Wealth
California
$214K -$226K -3,063 -51%
MBWA
1165
Marin Bay Wealth Advisors
California
$212K +$213K +2,889 New
1SB
1166
1ST Source Bank
Indiana
$211K -$13.3K -181 -6%
MFA
1167
Mayflower Financial Advisors
Massachusetts
$211K +$211K +2,867 New
XF
1168
XML Financial
Maryland
$211K +$211K +2,866 New
LFS
1169
Leibman Financial Services
Nebraska
$210K +$884 +12 +0.4%
OL
1170
one8zero8 LLC
North Carolina
$209K +$210K +2,850 New
CNBT
1171
Canandaigua National Bank & Trust
New York
$209K -$5.53K -75 -3%
NFC
1172
Northstar Financial Companies
Pennsylvania
$209K -$258K -3,496 -55%
RFP
1173
Root Financial Partners
California
$209K +$45.5K +618 +28%
ST
1174
Spinnaker Trust
Maine
$208K – – –
OC
1175
Oakworth Capital
Alabama
$208K – – –