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Name Holding Trade Value Shares
Change
Change in
Stake
CG
376
Caprock Group
Idaho
$141K +$5.65K +95 +4%
BAM
377
Belpointe Asset Management
Nevada
$139K +$29.2K +491 +25%
WAS
378
Winch Advisory Services
Wisconsin
$138K +$1.31K +22 +0.9%
BSW
379
Buckingham Strategic Wealth
Missouri
$136K +$952 +16 +0.7%
KOMWMG
380
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$136K +$19.3K +324 +16%
JLBC
381
J.L. Bainbridge & Co
Florida
$135K -$11.9K -200 -8%
HJIM
382
Henry James International Management
New York
$135K +$10.1K +170 +8%
WF
383
Welch & Forbes
Massachusetts
$132K
Victory Capital Management
384
Victory Capital Management
Texas
$130K -$4.34K -73 -3%
CBT
385
CoreFirst Bank & Trust
Kansas
$129K
GWAM
386
Guardian Wealth Advisors (Minnesota)
Minnesota
$129K +$134K +2,260 New
IWM
387
IHT Wealth Management
Illinois
$128K +$3.45K +58 +3%
IA
388
IFP Advisors
Florida
$124K +$16.1K +270 +14%
HI
389
Horizon Investments
North Carolina
$123K -$554K -9,317 -81%
Bessemer Group
390
Bessemer Group
New Jersey
$123K
BU
391
BBVA USA
Alabama
$123K +$128K +2,144 New
RJT
392
Raymond James Trust
Florida
$122K
TCM
393
Tradewinds Capital Management
Washington
$122K
BPA
394
Beacon Pointe Advisors
California
$122K +$126K +2,124 New
SC
395
Schoolcraft Capital
Colorado
$121K
SAM
396
Silvercrest Asset Management
New York
$117K -$7.26K -122 -6%
SCM
397
Shelton Capital Management
Colorado
$117K
TAM
398
Tocqueville Asset Management
New York
$116K -$9.76K -164 -7%
FFN
399
Focus Financial Network
Minnesota
$116K
MPAM
400
Murphy Pohlad Asset Management
Minnesota
$114K