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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
801
Luther King Capital Management (LKCM)
Texas
$934K +$60.8K +68 +6%
BAM
802
Belpointe Asset Management
Nevada
$932K +$16.1K +18 +2%
NAS
803
NWF Advisory Services
California
$929K +$75.1K +84 +8%
CPIG
804
Chicago Partners Investment Group
Illinois
$929K +$135K +151 +13%
AF
805
Allworth Financial
California
$924K -$71.5K -80 -7%
S
806
Sunpointe
Missouri
$917K -$20.6K -23 -2%
BLC
807
Brown, Lisle/Cummings
Rhode Island
$917K
DCM
808
DGS Capital Management
New Jersey
$915K -$37.5K -42 -4%
FPF
809
First Pacific Financial
Washington
$912K -$23.2K -26 -2%
WPC
810
Wedmont Private Capital
Pennsylvania
$912K +$48.3K +54 +5%
EML
811
Eos Management LP
New York
$911K
JCM
812
Jacobi Capital Management
Pennsylvania
$906K +$384K +429 +65%
MG
813
Marex Group
$906K +$454K +508 +88%
BPCE
814
Bank Pictet & Cie (Europe)
Germany
$902K -$63.5K -71 -6%
LMIM
815
Lockheed Martin Investment Management
Maryland
$900K -$966K -1,080 -50%
MOS
816
MGO One Seven
Ohio
$899K -$189K -211 -16%
SRIM
817
Saratoga Research & Investment Management
California
$898K +$894 +1 +0.1%
WS
818
Wedbush Securities
California
$894K -$823K -921 -46%
RBFC
819
Roman Butler Fullerton & Co
Missouri
$893K -$410K -459 -27%
PFPT
820
Pinnacle Financial Partners (Tennessee)
Tennessee
$892K -$169K -189 -15%
JPWM
821
Jamison Private Wealth Management
Georgia
$891K +$382K +427 +67%
KAS
822
KPP Advisory Services
Kentucky
$883K +$104K +116 +12%
AWMT
823
AAFMAA Wealth Management & Trust
North Carolina
$883K +$261K +292 +38%
BWM
824
Brophy Wealth Management
New Hampshire
$882K +$946K +1,058 New
IVP
825
Intrinsic Value Partners
Arizona
$879K -$11.6K -13 -1%