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Name Holding Trade Value Shares
Change
Change in
Stake
CNC
1476
Canandaigua National Corp
New York
$1.26M -$65.4K -210 -6%
SFS
1477
Searcy Financial Services
Kansas
$1.26M +$46.7K +150 +4%
HW
1478
Hamilton Wealth
California
$1.26M -$104K -333 -9%
ExodusPoint Capital Management
1479
ExodusPoint Capital Management
New York
$1.26M -$8.27M -26,556 -88%
TFS
1480
TrustCore Financial Services
Tennessee
$1.26M +$249K +798 +29%
VCM
1481
Vision Capital Management
Oregon
$1.26M -$93.4K -300 -8%
MA
1482
MJP Associates
Connecticut
$1.26M +$59.8K +192 +6%
EBWM
1483
Eagle Bluffs Wealth Management
Missouri
$1.26M +$1.09M +3,498 New
OWA
1484
Octavia Wealth Advisors
Ohio
$1.25M -$27.1K -87 -2%
AFS
1485
AFG Fiduciary Services
Massachusetts
$1.25M +$1.09M +3,495 New
AI
1486
AXS Investments
New York
$1.25M -$38.3K -123 -3%
LCC
1487
Lincoln Capital Corp
Rhode Island
$1.25M +$70.1K +225 +7%
WW
1488
Waterfront Wealth
Kansas
$1.25M +$1.87K +6 +0.2%
Truepoint Inc
1489
Truepoint Inc
Ohio
$1.25M – – –
PHIC
1490
Pine Haven Investment Counsel
Massachusetts
$1.25M -$39.2K -126 -4%
JAG
1491
Journey Advisory Group
Kentucky
$1.25M +$474K +1,521 +78%
MWPCG
1492
Measured Wealth Private Client Group
New Hampshire
$1.24M -$219K -702 -17%
WA
1493
Wealth Alliance
New York
$1.24M -$84.1K -270 -7%
CCG
1494
Coastwise Capital Group
California
$1.24M +$1.08M +3,459 New
GBT
1495
Grove Bank & Trust
Florida
$1.24M +$101K +324 +10%
RIA
1496
Regal Investment Advisors
Michigan
$1.24M +$51.4K +165 +5%
BWM
1497
Buckley Wealth Management
Nevada
$1.24M +$44.9K +144 +4%
AP
1498
Appleton Partners
Massachusetts
$1.24M -$350K -1,125 -25%
FWM
1499
Finer Wealth Management
Massachusetts
$1.23M +$3.74K +12 +0.4%
CFFP
1500
Center for Financial Planning
Michigan
$1.23M – – –