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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
626
Neville Rodie & Shaw
New York
$1.59M -$72.9K -425 -4%
DWM
627
Dakota Wealth Management
Florida
$1.58M +$72.9K +425 +4%
SFP
628
Sweet Financial Partners
Minnesota
$1.57M -$1.72K -10 -0.1%
DWT
629
Dorsey & Whitney Trust
South Dakota
$1.57M +$372K +2,171 +27%
MFG
630
MidWestOne Financial Group
Iowa
$1.57M -$207K -1,207 -10%
ATPW
631
Ashton Thomas Private Wealth
Arizona
$1.56M -$415K -2,421 -19%
AMIM
632
Aull & Monroe Investment Management
Alabama
$1.56M -$64.1K -374 -4%
RBC
633
Romano Brothers & Co
Illinois
$1.56M – – –
CG
634
Caprock Group
Idaho
$1.56M +$43.2K +252 +3%
SCI
635
Stableford Capital II
Arizona
$1.56M -$1.54K -9 -0.1%
EWM
636
EPG Wealth Management
Georgia
$1.55M +$1.75M +10,220 New
MYAM
637
Meiji Yasuda Asset Management
Japan
$1.55M -$42.7K -249 -2%
KF
638
KKM Financial
Illinois
$1.55M +$78.2K +456 +5%
BAM
639
Belpointe Asset Management
Nevada
$1.55M -$350K -2,042 -17%
KF
640
Krilogy Financial
Missouri
$1.55M -$229K -1,337 -12%
SF
641
Summit Financial
New Jersey
$1.54M +$41.7K +243 +2%
CNBTD
642
Citizens National Bank Trust Department
Mississippi
$1.54M -$57.8K -337 -3%
HFM
643
Hartford Financial Management
Connecticut
$1.53M +$45.8K +267 +3%
SAI
644
Systematic Alpha Investments
New Jersey
$1.53M – – –
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$1.53M -$11.5K -67 -0.7%
CCFM
646
Clear Creek Financial Management
Washington
$1.53M +$287K +1,674 +20%
WWM
647
Western Wealth Management
Colorado
$1.52M +$379K +2,213 +28%
MWM
648
Meridian Wealth Management
Kentucky
$1.52M +$1.72M +10,012 New
CIC
649
Canal Insurance Company
South Carolina
$1.52M +$1.71M +10,000 New
ACM
650
Adalta Capital Management
New York
$1.51M – – –
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