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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
901
WealthPlan Investment Management
Nebraska
$3.5M +$1.17M +10,385 +44%
LDB
902
Lee, Danner & Bass
Tennessee
$3.48M +$267K +2,368 +8%
KFGK
903
Keystone Financial Group (Kentucky)
Kentucky
$3.48M -$120K -1,059 -3%
SB
904
Simmons Bank
Arkansas
$3.46M +$80.5K +713 +2%
JF
905
Jericho Financial
Ohio
$3.46M +$662K +5,867 +21%
HTIM
906
Harbour Trust & Investment Management
Indiana
$3.45M -$127K -1,122 -3%
FAM
907
Fred Alger Management
New York
$3.45M -$2.04M -18,031 -35%
WG
908
Winton Group
United Kingdom
$3.45M +$3.79M +33,562 New
BAM
909
Belpointe Asset Management
Nevada
$3.41M +$807K +7,143 +27%
UBG
910
United Bank (Georgia)
Georgia
$3.41M +$157K +1,388 +4%
AM
911
AGF Management
Ontario, Canada
$3.39M +$1.02M +9,028 +38%
LIM
912
Leavell Investment Management
Alabama
$3.39M -$234K -2,073 -6%
NGA
913
Naples Global Advisors
Florida
$3.39M +$261K +2,313 +8%
AFG
914
Atomi Financial Group
New York
$3.38M -$499K -4,420 -12%
HTI
915
Hikari Tsushin Inc
Japan
$3.37M
CWG
916
Cornerstone Wealth Group
North Carolina
$3.37M -$6.74M -59,710 -62%
TCMP
917
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.37M +$443K +3,923 +14%
MCB
918
Morton Community Bank
Illinois
$3.37M +$90.9K +805 +3%
BCFD
919
Boit C.F. David
$3.37M
CAI
920
Capital Advisors Inc
Oklahoma
$3.36M +$127K +1,125 +4%
BE
921
Bonness Enterprises
District of Columbia
$3.36M
BFA
922
Benedict Financial Advisors
Georgia
$3.36M +$41.4K +367 +1%
CC
923
Courier Capital
New York
$3.33M +$36.7K +325 +1%
MC
924
Middleton & Co
Massachusetts
$3.32M +$39K +345 +1%
EWM
925
Empirical Wealth Management
Washington
$3.31M -$438K -3,881 -11%