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Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Continuum Advisory
Idaho
$303K -$8.53K -203 -2%
BAM
377
Belpointe Asset Management
Nevada
$300K +$34.7K +826 +12%
ONST
378
Old North State Trust
North Carolina
$298K -$10.4K -248 -3%
HNB
379
Huntington National Bank
Ohio
$293K – – –
HL
380
HeadInvest LLC
Maine
$289K – – –
CCM
381
Cohen Capital Management
California
$283K – – –
SSWM
382
Sheets Smith Wealth Management
North Carolina
$281K – – –
PFS
383
Prospera Financial Services
Texas
$277K -$6.43K -153 -2%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$272K -$29.4K -701 -9%
GAM
385
Garrison Asset Management
Arkansas
$272K -$22.1K -526 -7%
KWA
386
Kingswood Wealth Advisors
California
$271K +$21.7K +517 +8%
SDAM
387
Shulman DeMeo Asset Management
New York
$269K -$58.4K -1,390 -16%
GIS
388
Grayhawk Investment Strategies
Alberta, Canada
$268K – – –
PJSIMP
389
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K -$21K -500 -7%
CCG
390
Cypress Capital Group
Florida
$260K +$4.58K +109 +2%
GWM
391
Geneos Wealth Management
Colorado
$260K -$53.1K -1,265 -16%
GSEP
392
Golden State Equity Partners
California
$257K -$23.5K -560 -8%
IIM
393
Ipswich Investment Management
Massachusetts
$256K -$14.7K -350 -5%
Koshinski Asset Management
394
Koshinski Asset Management
Illinois
$253K +$588 +14 +0.2%
API
395
Advisor Partners II
California
$251K -$174K -4,147 -39%
MW
396
Marcum Wealth
Ohio
$249K -$6.47K -154 -2%
PIA
397
Pinion Investment Advisors
Kansas
$242K -$18.1K -430 -6%
1SB
398
1ST Source Bank
Indiana
$239K -$53.1K -1,264 -17%
FC
399
FORA Capital
Florida
$239K +$263K +6,251 New
C
400
CEDRUS
Colorado
$235K +$3.61K +86 +1%