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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1051
Fortis Advisors
Pennsylvania
$296K – – –
PCTC
1052
Perkins Coie Trust Company
Washington
$296K – – –
MCM
1053
Marathon Capital Management
Maryland
$296K +$310K +2,504 New
ST
1054
Sentinel Trust
Texas
$294K – – –
GT
1055
Glenview Trust
Kentucky
$293K +$9.41K +76 +3%
GCA
1056
Gradient Capital Advisors
California
$293K +$307K +2,477 New
NFG
1057
Next Financial Group
Texas
$290K -$7.43K -60 -2%
BZWA
1058
Blue Zone Wealth Advisors
California
$290K – – –
IC
1059
Inscription Capital
Texas
$290K +$303K +2,444 New
GWSG
1060
GPS Wealth Strategies Group
Colorado
$288K +$14K +113 +5%
SC
1061
Shay Capital
New York
$288K +$302K +2,439 New
BPCA
1062
Bank Pictet & Cie (Asia)
Singapore
$287K +$53.1K +429 +3%
BB
1063
Busey Bank
Illinois
$286K – – –
AFC
1064
AFT Forsyth & Company
Florida
$285K +$11.1K +90 +4%
SGAM
1065
Smith Group Asset Management
Texas
$284K +$297K +2,400 New
AC
1066
Athanor Capital
New York
$283K -$98.7K -797 -25%
PFM
1067
Peak Financial Management
Massachusetts
$283K +$297K +2,395 New
JCM
1068
Jacobi Capital Management
Pennsylvania
$282K +$139K +1,126 +90%
NEIRG
1069
New England Investment & Retirement Group
Massachusetts
$282K +$295K +2,384 New
HFP
1070
Holistic Financial Partners
Indiana
$281K +$294K +2,376 New
MA
1071
Mutual Advisors
Nebraska
$279K -$46.8K -378 -14%
ST
1072
Somerset Trust
Pennsylvania
$279K +$4.71K +38 +2%
SIMG
1073
Stephens Investment Management Group
Texas
$278K – – –
RIA
1074
Realta Investment Advisors
Delaware
$278K +$18.5K +149 +7%
STA
1075
Summit Trail Advisors
New York
$278K +$290K +2,344 New