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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1276
SVB Wealth
Massachusetts
$267K -$525K -5,467 -67%
SNBOSD
1277
Security National Bank of So Dak
Iowa
$267K -$1.09M -11,345 -81%
PIM
1278
Platinum Investment Management
Australia
$267K +$22.1K +230 +9%
SFS
1279
Sharp Financial Services
Pennsylvania
$266K +$259K +2,700 New
HA
1280
Herold Advisors
New York
$266K +$64.3K +670 +33%
ICP
1281
Impact Capital Partners
Colorado
$265K +$258K +2,687 New
SAI
1282
Savvy Advisors Inc
New York
$263K +$256K +2,664 New
CFG
1283
Cooper Financial Group
California
$263K +$256K +2,661 New
MMA
1284
Mizuho Markets Americas
New York
$262K -$682K -7,104 -73%
DAS
1285
Diversify Advisory Services
Utah
$261K +$236K +2,461 New
FIB
1286
First Interstate Bank
Montana
$260K -$3.84K -40 -1%
HH
1287
Hilltop Holdings
Texas
$258K -$3.37M -35,120 -93%
OHWA
1288
Oak Hill Wealth Advisors
Virginia
$258K – – –
CCM
1289
Chiron Capital Management
Florida
$257K +$251K +2,610 New
PWMAG
1290
Pinnacle Wealth Management Advisory Group
New Jersey
$257K -$77.2K -804 -24%
KCM
1291
Kathmere Capital Management
Pennsylvania
$257K -$27K -281 -10%
CCAL
1292
City Center Advisors LLC
Michigan
$257K +$250K +2,607 New
WHCI
1293
W.H. Cornerstone Investments
Massachusetts
$257K +$384 +4 +0.2%
BHBT
1294
Burke & Herbert Bank & Trust
Virginia
$256K – – –
IFWM
1295
Institute for Wealth Management
Colorado
$256K -$14.9K -155 -6%
CFG
1296
Carr Financial Group
Massachusetts
$256K +$2.98K +31 +1%
AIA
1297
AssuredPartners Investment Advisors
Florida
$252K +$39.6K +412 +19%
GWWM
1298
Great Waters Wealth Management
Minnesota
$251K -$26K -271 -10%
GSEP
1299
Golden State Equity Partners
California
$251K +$4.32K +45 +2%
EI
1300
EDMP Inc
Florida
$251K +$244K +2,545 New