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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$229K +$9.78K +37 +5%
CNB
802
Camden National Bank
Maine
$226K +$1.59K +6 +0.7%
JCM
803
Jacobsen Capital Management
Utah
$225K +$264 +1 +0.1%
FMLI
804
Fukoku Mutual Life Insurance
Japan
$225K – – –
IA
805
Invested Advisors
Pennsylvania
$222K +$218K +825 New
KA
806
Klingman & Associates
New York
$222K +$2.91K +11 +1%
7WCP
807
71 West Capital Partners
Massachusetts
$222K +$218K +824 New
PWMA
808
Pension & Wealth Management Advisors
Massachusetts
$222K -$32K -121 -13%
SW
809
SteelPeak Wealth
California
$222K +$217K +822 New
WPW
810
Waldron Private Wealth
Pennsylvania
$221K +$264 +1 +0.1%
SAM
811
Sawgrass Asset Management
Florida
$221K +$216K +818 New
QWP
812
Quotient Wealth Partners
Texas
$218K +$214K +810 New
WC
813
Waterloo Capital
Texas
$218K +$213K +807 New
KCM
814
Kanawha Capital Management
Virginia
$216K – – –
IIC
815
Integrated Investment Consultants
Michigan
$216K -$264 -1 -0.1%
DS
816
DRW Securities
Illinois
$214K -$71.9K -272 -26%
CIA
817
Capital Investment Advisors
Georgia
$212K -$8.72K -33 -4%
RCA
818
Resonant Capital Advisors
Wisconsin
$211K +$207K +784 New
CK
819
Cohen Klingenstein
New York
$211K +$207K +783 New
PPW
820
Parcion Private Wealth
Washington
$211K +$206K +781 New
AHL
821
Abel Hall LLC
Louisiana
$210K +$206K +780 New
MHR
822
Matthew Hamilton Rosenberg
$210K -$264 -1 -0.1%
OFS
823
OneAscent Financial Services
Alabama
$209K +$205K +776 New
SWP
824
Stratos Wealth Partners
Ohio
$207K +$203K +766 New
CFG
825
Cooper Financial Group
California
$206K -$12.2K -46 -6%