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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1201
Belpointe Asset Management
Nevada
$1.81M +$801K +1,664 +72%
CAM
1202
Carret Asset Management
New York
$1.8M +$38.5K +80 +2%
SF
1203
Summit Financial
New Jersey
$1.8M +$210K +437 +12%
SPFA
1204
Summit Place Financial Advisors
New Jersey
$1.8M +$59.2K +123 +3%
DF
1205
Donoghue Forlines
Massachusetts
$1.79M -$557K -1,158 -23%
AFA
1206
Abacus FCF Advisors
Florida
$1.79M +$1.89M +3,935 New
WDA
1207
Wendell David Associates
New Hampshire
$1.79M -$529K -1,100 -22%
WBC
1208
West Branch Capital
Massachusetts
$1.79M -$23.1K -48 -1%
LW
1209
Linscomb Wealth
Texas
$1.78M -$42.8K -89 -2%
TFS
1210
Thoroughbred Financial Services
Tennessee
$1.78M +$154K +320 +9%
BBW
1211
Blue Barn Wealth
Utah
$1.77M +$17.8K +37 +1%
PCM
1212
Penserra Capital Management
California
$1.77M +$107K +223 +6%
FMB
1213
Field & Main Bank
Kentucky
$1.77M +$106K +220 +6%
H6H
1214
Hightower 6M Holding
Kansas
$1.77M +$1.87M +3,880 New
LFP
1215
Leeward Financial Partners
Washington
$1.76M +$231K +481 +14%
LPT
1216
Legacy Private Trust
Wisconsin
$1.76M +$1.86M +3,863 New
SI
1217
Scharf Investments
California
$1.76M +$152K +316 +9%
XT
1218
XTX Topco
Cayman Islands
$1.76M +$1.16M +2,411 +167%
HH
1219
Hilltop Holdings
Texas
$1.75M -$787K -1,636 -30%
SWM
1220
Sugarloaf Wealth Management
Georgia
$1.75M +$281K +584 +18%
DWM
1221
Drive Wealth Management
Utah
$1.75M +$789K +1,639 +75%
SP
1222
Symmetry Partners
Connecticut
$1.74M
BB
1223
Busey Bank
Illinois
$1.74M -$40.4K -84 -2%
RCS
1224
Retirement Capital Strategies
California
$1.73M
MFG
1225
Menard Financial Group
Texas
$1.73M +$219K +456 +14%