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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1126
Liberty Wealth Management
California
$706K -$5.97K -29 -0.8%
STB
1127
S&T Bank
Pennsylvania
$706K +$24.5K +119 +3%
SS
1128
Simplicity Solutions
Minnesota
$705K +$120K +585 +20%
TSW
1129
Thompson Siegel & Walmsley
Virginia
$704K
AAIM
1130
Asset Advisors Investment Management
Georgia
$700K
SFS
1131
Strategic Financial Services
New York
$693K
NQWM
1132
Northwest Quadrant Wealth Management
Oregon
$692K -$111K -537 -13%
BPC
1133
Banque Pictet & Cie
Switzerland
$685K
PNAA
1134
Pictet North America Advisors
Switzerland
$685K
HHAM
1135
HITE Hedge Asset Management
Massachusetts
$680K
O
1136
Ossiam
France
$679K +$190K +920 +37%
M
1137
MOTCO
Texas
$677K -$15.9K -77 -2%
MSR
1138
Main Street Research
Connecticut
$672K -$22.7K -110 -3%
SFA
1139
Souders Financial Advisors
Ohio
$672K +$5.15K +25 +0.7%
BAM
1140
Belpointe Asset Management
Nevada
$670K +$61.6K +299 +10%
BEAM
1141
Baker Ellis Asset Management
Washington
$669K +$105K +510 +18%
FNBOO
1142
First National Bank of Omaha
Nebraska
$668K -$199K -964 -22%
FAM
1143
Fulcrum Asset Management
United Kingdom
$668K
DCM
1144
Dupont Capital Management
Delaware
$667K -$1.73M -8,387 -72%
CWM
1145
Connecticut Wealth Management
Connecticut
$665K +$3.71K +18 +0.5%
V
1146
VeraBank
Texas
$662K
Lido Advisors
1147
Lido Advisors
California
$658K +$208K +1,008 +44%
SA
1148
SL Advisors
New Jersey
$655K -$7.83K -38 -1%
OIM
1149
Orca Investment Management
Oregon
$654K -$60.6K -294 -8%
RVPG
1150
Relative Value Partners Group
$643K