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Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
501
Dixon Hughes Goodman Wealth Advisors
North Carolina
$163K +$155K +1,828 New
SWM
502
Selective Wealth Management
Virginia
$162K -$34K -400 -18%
BWM
503
BerganKDV Wealth Management
Minnesota
$156K – – –
CT
504
Cambridge Trust
Massachusetts
$152K +$145K +1,708 New
APF
505
Alaska Permanent Fund
Alaska
$145K +$139K +1,638 New
HPC
506
HM Payson & Co
Maine
$140K – – –
PFBT
507
Parkside Financial Bank & Trust
Missouri
$126K -$55.8K -657 -32%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$124K +$23.7K +279 +25%
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$123K +$1.78K +21 +2%
BAM
510
Belpointe Asset Management
Nevada
$117K – – –
NFG
511
Next Financial Group
Texas
$116K -$244K -2,866 -69%
DMBA
512
Deseret Mutual Benefit Administrators
Utah
$108K – – –
IAG
513
Investmark Advisory Group
Connecticut
$108K +$104K +1,220 New
AP
514
Atwood & Palmer
Missouri
$107K – – –
AWM
515
Accel Wealth Management
Iowa
$102K +$595 +7 +0.6%
LIM
516
Longfellow Investment Management
Massachusetts
$97K – – –
AWM
517
Avior Wealth Management
Nebraska
$93K – – –
M
518
MOTCO
Texas
$90K – – –
RG
519
Retirement Group
California
$88K – – –
SFPG
520
Stonebridge Financial Planning Group
Florida
$88K – – –
SIC
521
Salem Investment Counselors
North Carolina
$88K +$83.8K +986 New
FHA
522
First Horizon Advisors
Tennessee
$84K – – –
FAG
523
Fortitude Advisory Group
Washington
$79K +$75.4K +887 New
DCM
524
Dupont Capital Management
Delaware
$77K +$73.9K +870 New
IWP
525
IAG Wealth Partners
Wisconsin
$71K -$4.25K -50 -6%