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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1551
Capital Asset Advisory Services
Michigan
$666K -$97K -3,631 -12%
APG
1552
Abacus Planning Group
South Carolina
$666K -$45.4K -1,698 -7%
HNB
1553
Hilltop National Bank
Wyoming
$665K +$33.8K +1,264 +6%
FNT
1554
First Nebraska Trust
Nebraska
$665K +$40.3K +1,510 +7%
HBT
1555
Hills Bank & Trust
Iowa
$665K +$2.4K +90 +0.4%
CFG
1556
Cooper Financial Group
California
$664K -$103K -3,856 -14%
CFO
1557
Cambient Family Office
Michigan
$663K +$38.8K +1,451 +7%
FZCM
1558
Flynn Zito Capital Management
New York
$662K -$8.34K -312 -1%
BMC
1559
Benin Management Corp
Connecticut
$661K -$8.2K -307 -1%
FWI
1560
Facet Wealth Inc
Maryland
$658K +$186K +6,965 +44%
NG
1561
Novem Group
New York
$657K -$1.15K -43 -0.2%
CPSAC
1562
Chas P. Smith & Associates (CPS)
Florida
$657K +$10.4K +389 +2%
MCWA
1563
Meadow Creek Wealth Advisors
Georgia
$655K +$2.51K +94 +0.4%
UWP
1564
Uniting Wealth Partners
Kansas
$655K -$39.9K -1,495 -6%
HWM
1565
Hohimer Wealth Management
Washington
$651K +$83.5K +3,124 +16%
TAM
1566
Titleist Asset Management
Texas
$651K +$106K +3,956 +21%
VNA
1567
Valley National Advisers
Pennsylvania
$650K +$39K +1,460 +7%
PBK
1568
Peoples Bank (Kansas)
Kansas
$650K -$9.56K -358 -2%
GP
1569
Greenline Partners
New York
$649K -$100K -3,750 -14%
CLA
1570
Carnegie Lake Advisors
New Jersey
$648K
CH
1571
Cromwell Holdings
Wyoming
$647K
TC
1572
Trilogy Capital
California
$647K -$29.5K -1,103 -5%
DA
1573
Dover Advisors
Virginia
$643K -$31.4K -1,174 -5%
KA
1574
Klingman & Associates
New York
$643K +$40.6K +1,521 +7%
WP
1575
WealthPLAN Partners
Nebraska
$642K +$59.1K +2,211 +11%