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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1051
Perkins Coie Trust Company
Washington
$296K
MCM
1052
Marathon Capital Management
Maryland
$296K +$310K +2,504 New
ST
1053
Sentinel Trust
Texas
$294K
GT
1054
Glenview Trust
Kentucky
$293K +$9.41K +76 +3%
GCA
1055
Gradient Capital Advisors
California
$293K +$307K +2,477 New
NFG
1056
Next Financial Group
Texas
$290K -$7.43K -60 -2%
BZWA
1057
Blue Zone Wealth Advisors
California
$290K
IC
1058
Inscription Capital
Texas
$290K +$303K +2,444 New
GWSG
1059
GPS Wealth Strategies Group
Colorado
$288K +$14K +113 +5%
SC
1060
Shay Capital
New York
$288K +$302K +2,439 New
BPCA
1061
Bank Pictet & Cie (Asia)
Singapore
$287K +$53.1K +429 +3%
BB
1062
Busey Bank
Illinois
$286K
AFC
1063
AFT Forsyth & Company
Florida
$285K +$11.1K +90 +4%
SGAM
1064
Smith Group Asset Management
Texas
$284K +$297K +2,400 New
AC
1065
Athanor Capital
New York
$283K -$98.7K -797 -25%
PFM
1066
Peak Financial Management
Massachusetts
$283K +$297K +2,395 New
JCM
1067
Jacobi Capital Management
Pennsylvania
$282K +$139K +1,126 +90%
NEIRG
1068
New England Investment & Retirement Group
Massachusetts
$282K +$295K +2,384 New
HFP
1069
Holistic Financial Partners
Indiana
$281K +$294K +2,376 New
MA
1070
Mutual Advisors
Nebraska
$279K -$46.8K -378 -14%
ST
1071
Somerset Trust
Pennsylvania
$279K +$4.71K +38 +2%
SIMG
1072
Stephens Investment Management Group
Texas
$278K
RIA
1073
Realta Investment Advisors
Delaware
$278K +$18.5K +149 +7%
STA
1074
Summit Trail Advisors
New York
$278K +$290K +2,344 New
GA
1075
Geller Advisors
New York
$277K +$289K +2,331 New