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Name Holding Trade Value Shares
Change
Change in
Stake
BB
801
Burford Brothers
Texas
$937K -$894 -1 -0.1%
Luther King Capital Management (LKCM)
802
Luther King Capital Management (LKCM)
Texas
$934K +$60.8K +68 +6%
BAM
803
Belpointe Asset Management
Nevada
$932K +$16.1K +18 +2%
NAS
804
NWF Advisory Services
California
$929K +$75.1K +84 +8%
CPIG
805
Chicago Partners Investment Group
Illinois
$929K +$135K +151 +13%
AF
806
Allworth Financial
California
$924K -$71.5K -80 -7%
S
807
Sunpointe
Missouri
$917K -$20.6K -23 -2%
BLC
808
Brown, Lisle/Cummings
Rhode Island
$917K – – –
DCM
809
DGS Capital Management
New Jersey
$915K -$37.5K -42 -4%
FPF
810
First Pacific Financial
Washington
$912K -$23.2K -26 -2%
WPC
811
Wedmont Private Capital
Pennsylvania
$912K +$48.3K +54 +5%
EML
812
Eos Management LP
New York
$911K – – –
JCM
813
Jacobi Capital Management
Pennsylvania
$906K +$384K +429 +65%
MG
814
Marex Group
$906K +$454K +508 +88%
BPCE
815
Bank Pictet & Cie (Europe)
Germany
$902K -$63.5K -71 -6%
LMIM
816
Lockheed Martin Investment Management
Maryland
$900K -$966K -1,080 -50%
MOS
817
MGO One Seven
Ohio
$899K -$189K -211 -16%
SRIM
818
Saratoga Research & Investment Management
California
$898K +$894 +1 +0.1%
WS
819
Wedbush Securities
California
$894K -$823K -921 -46%
RBFC
820
Roman Butler Fullerton & Co
Missouri
$893K -$410K -459 -27%
PFPT
821
Pinnacle Financial Partners (Tennessee)
Tennessee
$892K -$169K -189 -15%
JPWM
822
Jamison Private Wealth Management
Georgia
$891K +$382K +427 +67%
KAS
823
KPP Advisory Services
Kentucky
$883K +$104K +116 +12%
AWMT
824
AAFMAA Wealth Management & Trust
North Carolina
$883K +$261K +292 +38%
BWM
825
Brophy Wealth Management
New Hampshire
$882K +$946K +1,058 New