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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
2951
Canandaigua National Bank & Trust
New York
$373K +$22K +73 +7%
SCA
2952
Sage Capital Advisors
South Dakota
$371K +$43.1K +143 +14%
1SB
2953
1ST Source Bank
Indiana
$371K +$7.23K +24 +2%
PGWM
2954
Pitti Group Wealth Management
New York
$370K -$77.7K -258 -18%
1WM
2955
1900 Wealth Management
Texas
$370K -$159K -528 -31%
SWM
2956
Stockman Wealth Management
Montana
$369K +$31.9K +106 +10%
RFN
2957
RDA Financial Network
Iowa
$368K -$45.5K -151 -12%
BFS
2958
Burkett Financial Services
South Carolina
$368K +$7.53K +25 +2%
FA
2959
FSA Advisors
Michigan
$368K +$78.6K +261 +29%
VH
2960
Visionary Horizons
Tennessee
$367K +$56.6K +188 +19%
IPA
2961
Investment Planning Advisors
Georgia
$367K -$65.1K -216 -16%
BI
2962
Bolthouse Investments
California
$367K – – –
MIM
2963
Merrion Investment Management
New Jersey
$367K – – –
HBS
2964
Howard Bailey Securities
Indiana
$367K +$53.6K +178 +18%
SIM
2965
Synergy Investment Management
Florida
$367K -$5.72K -19 -2%
LWMI
2966
Legacy Wealth Management (Idaho)
Idaho
$366K +$43.4K +144 +14%
LIS
2967
Legacy Investment Solutions
Idaho
$366K +$347K +1,152 New
MWA
2968
Meridian Wealth Advisors
Texas
$366K -$24.4K -81 -7%
AFA
2969
AA Financial Advisors
Ohio
$366K +$55.1K +183 +19%
Klingenstein Fields & Co
2970
Klingenstein Fields & Co
New York
$365K +$41K +136 +13%
AWP
2971
Axis Wealth Partners
Rhode Island
$365K -$44.6K -148 -11%
Delta Accumulation LLC
2972
Delta Accumulation LLC
California
$365K – – –
NECFA
2973
New England Capital Financial Advisors
Connecticut
$365K +$23.8K +79 +7%
DJYG
2974
David J. Yvars Group
Florida
$365K – – –
BFF
2975
Byrne Financial Freedom
Massachusetts
$365K +$3.01K +10 +0.9%