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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
376
Washington Trust Bank
Washington
$145K -$6.37K -107 -4%
IC
377
IEQ Capital
California
$143K +$148K +2,495 New
CCMINC
378
Cardinal Capital Management Inc (North Carolina)
North Carolina
$142K – – –
CG
379
Caprock Group
Idaho
$141K +$5.65K +95 +4%
BAM
380
Belpointe Asset Management
Nevada
$139K +$29.2K +491 +25%
WAS
381
Winch Advisory Services
Wisconsin
$138K +$1.31K +22 +0.9%
BSW
382
Buckingham Strategic Wealth
Missouri
$136K +$952 +16 +0.7%
KOMWMG
383
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$136K +$19.3K +324 +16%
JLBC
384
J.L. Bainbridge & Co
Florida
$135K -$11.9K -200 -8%
HJIM
385
Henry James International Management
New York
$135K +$10.1K +170 +8%
WF
386
Welch & Forbes
Massachusetts
$132K – – –
Victory Capital Management
387
Victory Capital Management
Texas
$130K -$4.34K -73 -3%
CBT
388
CoreFirst Bank & Trust
Kansas
$129K – – –
GWAM
389
Guardian Wealth Advisors (Minnesota)
Minnesota
$129K +$134K +2,260 New
IWM
390
IHT Wealth Management
Illinois
$128K +$3.45K +58 +3%
IA
391
IFP Advisors
Florida
$124K +$16.1K +270 +14%
HI
392
Horizon Investments
North Carolina
$123K -$554K -9,317 -81%
Bessemer Group
393
Bessemer Group
New Jersey
$123K – – –
BU
394
BBVA USA
Alabama
$123K +$128K +2,144 New
RJT
395
Raymond James Trust
Florida
$122K – – –
TCM
396
Tradewinds Capital Management
Washington
$122K – – –
BPA
397
Beacon Pointe Advisors
California
$122K +$126K +2,124 New
SC
398
Schoolcraft Capital
Colorado
$121K – – –
SAM
399
Silvercrest Asset Management
New York
$117K -$7.26K -122 -6%
SCM
400
Shelton Capital Management
Colorado
$117K – – –