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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1076
ASB Consultores
Florida
$290K +$307K +3,795 New
CAM
1077
Columbia Asset Management
Michigan
$290K
CFP
1078
Catalyst Financial Partners
Massachusetts
$289K +$305K +3,779 New
SC
1079
SouthState Corp
Florida
$288K -$33.7K -417 -10%
BWP
1080
BSW Wealth Partners
Colorado
$286K -$105K -1,295 -26%
1IA
1081
1620 Investment Advisors
Massachusetts
$285K +$10.3K +128 +4%
OWA
1082
Octavia Wealth Advisors
Ohio
$285K -$14.5K -179 -5%
BFA
1083
Beaumont Financial Advisors
Massachusetts
$281K -$404 -5 -0.1%
WFAG
1084
Wescott Financial Advisory Group
Pennsylvania
$280K
OWP
1085
Obermeyer Wealth Partners
Colorado
$280K +$1.05K +13 +0.4%
CB
1086
Centennial Bank
Arkansas
$279K +$294K +3,643 New
SXL
1087
Summit X LLC
Missouri
$276K +$263K +3,260 New
CS
1088
Cannell & Spears
New York
$276K
DI
1089
Diligent Investors
California
$275K
FMLI
1090
Fukoku Mutual Life Insurance
Japan
$275K
NAM
1091
NorthCrest Asset Manangement
Minnesota
$274K +$290K +3,585 New
IAS
1092
Insigneo Advisory Services
Florida
$274K +$290K +3,587 New
BWA
1093
BDO Wealth Advisors
Florida
$273K
TWA
1094
TCI Wealth Advisors
Arizona
$273K -$9.61K -119 -3%
ISL
1095
Ingalls & Snyder LLC
New York
$271K
MWA
1096
MFA Wealth Advisors
Pennsylvania
$270K -$4.61K -57 -2%
APW
1097
Acima Private Wealth
Virginia
$268K
Two Sigma Advisers
1098
Two Sigma Advisers
New York
$268K +$283K +3,500 New
ZIMP
1099
Zimmermann Investment Management & Planning
Pennsylvania
$267K -$14.8K -183 -5%
NHT
1100
New Hampshire Trust
New Hampshire
$267K +$282K +3,495 New