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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
851
Summit Global Investments
Utah
$224K +$5.04K +16 +2%
PGAM
852
Princeton Global Asset Management
New Jersey
$224K +$37.8K +120 +14%
CPO
853
Cerity Partners OCIO
New York
$224K +$298K +947 New
JGGDR
854
JGP Global Gestao de Recursos
Brazil
$223K +$28.3K +90 +11%
BAM
855
Belpointe Asset Management
Nevada
$222K +$37.5K +119 +14%
HCM
856
Howland Capital Management
Massachusetts
$220K -$13.5K -43 -4%
DTL
857
Dynamic Technology Lab
Singapore
$220K +$293K +929 New
APW
858
Acima Private Wealth
Virginia
$217K – – –
CAL
859
Capital Analysts LLC
Pennsylvania
$217K +$74.6K +237 +35%
WPW
860
Waldron Private Wealth
Pennsylvania
$214K -$680K -2,159 -70%
SS
861
Simplicity Solutions
Minnesota
$214K +$286K +907 New
IIM
862
Intact Investment Management
Quebec, Canada
$213K -$94.5K -300 -25%
MC
863
Montag & Caldwell
Georgia
$213K -$63K -200 -18%
ATC
864
Argent Trust Co
Tennessee
$213K -$32.4K -103 -10%
LIM
865
Leavell Investment Management
Alabama
$213K – – –
CNBT
866
Canandaigua National Bank & Trust
New York
$213K +$33.1K +105 +13%
BS
867
Boenning & Scattergood
Pennsylvania
$212K +$63K +200 +29%
PIM
868
Penobscot Investment Management
Massachusetts
$211K -$152K -483 -35%
LSAG
869
Lake Street Advisors Group
New Hampshire
$211K -$46K -146 -14%
HAG
870
HighPoint Advisor Group
Illinois
$210K -$698K -2,217 -71%
LWAC
871
Laurel Wealth Advisors (California)
California
$210K -$146K -463 -34%
SWA
872
Sutton Wealth Advisors
Florida
$208K +$1.26K +4 +0.5%
SC
873
Slow Capital
California
$208K -$232K -738 -46%
NB
874
NBT Bank
New York
$208K -$56.7K -180 -17%
GFS
875
GYL Financial Synergies
Connecticut
$208K -$1.89K -6 -0.7%