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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
401
NTV Asset Management
West Virginia
$208K +$196K +2,385 New
FCM
402
Fourpath Capital Management
Oklahoma
$207K +$196K +2,381 New
AC
403
Abbrea Capital
California
$204K -$12.3K -149 -6%
SIG
404
Stonegate Investment Group
Alabama
$203K +$192K +2,327 New
MCM
405
Mill Capital Management
North Carolina
$201K +$190K +2,310 New
FAIM
406
Financial Advocates Investment Management
Washington
$193K +$1.15M +14,007 New
SG Americas Securities
407
SG Americas Securities
New York
$164K -$186K -2,264 -55%
BAM
408
Belpointe Asset Management
Nevada
$163K +$3.21K +39 +2%
IA
409
IFP Advisors
Florida
$156K -$8.81K -107 -6%
RPCONE
410
Retirement Planning Company of New England
Rhode Island
$133K +$126K +1,535 New
FF
411
FourThought Financial
Florida
$124K -$82 -1 -0.1%
PFSC
412
Peoples Financial Services Corp
Pennsylvania
$123K – – –
SWM
413
Spire Wealth Management
Virginia
$122K +$78K +947 +215%
MCM
414
Manchester Capital Management
Vermont
$121K +$21.5K +261 +23%
WTA
415
Washington Trust Advisors
Massachusetts
$121K +$114K +1,387 New
AAP
416
Arax Advisory Partners
Colorado
$120K +$576 +7 +0.5%
GWM
417
Geneos Wealth Management
Colorado
$116K -$14.4K -175 -12%
JWA
418
JFS Wealth Advisors
Pennsylvania
$116K +$1.56K +19 +1%
MHR
419
Matthew Hamilton Rosenberg
$115K – – –
SN
420
Sittner & Nelson
Oregon
$100K – – –
Lazard Asset Management
421
Lazard Asset Management
New York
$100K +$64.2K +779 +204%
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
$97K -$5.76K -70 -6%
LWP
423
Lumature Wealth Partners
Georgia
$89K – – –
AWM
424
Avior Wealth Management
Nebraska
$88K +$82.4K +1,000 +6,250%
SSB
425
Sandy Spring Bank
Maryland
$84K -$26.8K -325 -25%