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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1201
SVB Wealth
Massachusetts
$262K -$7.57K -100 -3%
SIS
1202
Sound Income Strategies
Florida
$262K +$3.79K +50 +2%
VT
1203
Volterra Technologies
New York
$262K +$237K +3,130 New
OIS
1204
OneAscent Investment Solutions
Alabama
$260K +$235K +3,106 New
FNBOMD
1205
First National Bank of Mount Dora
Florida
$259K -$5.68K -75 -2%
SAA
1206
Southeast Asset Advisors
Georgia
$259K – – –
HIC
1207
Holderness Investments Company
North Carolina
$259K +$5.07K +67 +2%
CNB
1208
Camden National Bank
Maine
$258K -$34.4K -455 -13%
MCP
1209
Miller Capital Partners
Michigan
$258K – – –
SHFA
1210
SC&H Financial Advisors
Maryland
$258K – – –
TWP
1211
Triad Wealth Partners
Kansas
$257K +$229K +3,021 New
SACTSONJ
1212
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$256K -$13.2K -175 -5%
AWP
1213
Abacus Wealth Partners
California
$256K -$7.95K -105 -3%
FFP
1214
FourThought Financial Partners
Florida
$255K -$22.6K -298 -9%
HFAS
1215
Hummer Financial Advisory Services
Illinois
$255K – – –
SL
1216
Sentinus LLC
Illinois
$254K +$230K +3,043 New
PWA
1217
Phoenix Wealth Advisors
North Carolina
$254K -$2.95K -39 -1%
RA
1218
Riversedge Advisors
Delaware
$254K +$230K +3,038 New
WPA
1219
West Paces Advisors
Georgia
$253K – – –
SCM
1220
Semanteon Capital Management
Massachusetts
$253K +$229K +3,024 New
AA
1221
Armis Advisers
Georgia
$252K +$227K +2,995 New
DILIC
1222
Dai-ichi Life Insurance Company
Japan
$252K -$984K -13,000 -81%
MCA
1223
Maryland Capital Advisors
Maryland
$251K +$227K +3,002 New
MAA
1224
Mraz Amerine & Associates
California
$251K – – –
CWM
1225
Cahaba Wealth Management
Georgia
$250K +$757 +10 +0.3%