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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
801
Farmers & Merchants Investments Inc
Nebraska
$64K +$1.57K +2 +2%
BWM
802
BerganKDV Wealth Management
Minnesota
$64K +$20.4K +26 +43%
AWM
803
Atticus Wealth Management
Florida
$62K +$65.2K +83 New
SOW
804
State of Wyoming
Wyoming
$60K -$84.9K -108 -57%
MSFP
805
Mark Sheptoff Financial Planning
Connecticut
$60K -$15.7K -20 -20%
CCA
806
Column Capital Advisors
Indiana
$60K – – –
GTAM
807
Global Trust Asset Management
Florida
$60K – – –
Schroder Investment Management Group
808
Schroder Investment Management Group
United Kingdom
$58K -$490K -624 -89%
EIP
809
Ellis Investment Partners
Pennsylvania
$58K – – –
FMP
810
Financial Management Professionals
Texas
$57K +$39.3K +50 +192%
SIM
811
Sonora Investment Management
Arizona
$55K +$36.2K +46 +164%
DOA
812
D'Orazio & Associates
Virginia
$49K +$51.9K +66 New
SWM
813
Sugarloaf Wealth Management
Georgia
$45K +$12.6K +16 +36%
IFAM
814
Institutional & Family Asset Management
Colorado
$44K – – –
EWA
815
Evolution Wealth Advisors
Florida
$44K +$46.4K +59 New
GAM
816
Gemmer Asset Management
California
$42K -$5.5K -7 -11%
WWMSC
817
Wagner Wealth Management (South Carolina)
South Carolina
$41K – – –
CCA
818
Catalyst Capital Advisors
New York
$41K +$5.5K +7 +15%
WT
819
Washington Trust
Rhode Island
$40K – – –
BMD
820
Better Money Decisions
New Mexico
$39K – – –
CYG
821
Clean Yield Group
Vermont
$39K – – –
PCTC
822
Perkins Coie Trust Company
Washington
$39K – – –
FCM
823
Firestone Capital Management
Florida
$38K – – –
First Manhattan
824
First Manhattan
New York
$38K +$1.57K +2 +4%
CAM
825
CenterStar Asset Management
Illinois
$37K – – –