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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
901
Montecito Bank & Trust
California
$248K -$10.9K -34 -4%
BAM
902
Belpointe Asset Management
Nevada
$247K -$414K -1,297 -61%
CANC
903
Culbertson A N & Co
Virginia
$247K
POIA
904
Pin Oak Investment Advisors
Texas
$247K
BSW
905
Buckingham Strategic Wealth
Missouri
$243K -$12.1K -38 -4%
SSWM
906
Smith Salley Wealth Management
North Carolina
$243K -$5.11K -16 -2%
EHWM
907
Eads & Heald Wealth Management
Georgia
$242K
RFWA
908
RPg Family Wealth Advisory
Massachusetts
$241K +$95.7K +300 +60%
HIIFS
909
Harel Insurance Investments & Financial Services
Israel
$241K -$287K -900 -53%
TFA
910
Transamerica Financial Advisors
Florida
$241K -$78.8K -247 -24%
ACM
911
Adalta Capital Management
New York
$241K
CB
912
Community Bank
New York
$241K
AIM
913
Axiom Investment Management
New York
$240K +$254K +796 New
CNBT
914
Canandaigua National Bank & Trust
New York
$239K -$2.55K -8 -1%
CCM
915
Compton Capital Management
Rhode Island
$239K +$9.57K +30 +4%
AIP
916
Ahrens Investment Partners
Louisiana
$238K -$60.6K -190 -19%
CAM
917
Cypress Asset Management
Texas
$238K -$7.98K -25 -3%
GC
918
Gilbert & Cook
Iowa
$237K -$32.2K -101 -11%
9WM
919
9258 Wealth Management
Ohio
$235K +$249K +780 New
WG
920
Winton Group
United Kingdom
$234K -$60.6K -190 -20%
AWM
921
Avior Wealth Management
Nebraska
$233K
YIA
922
YHB Investment Advisors
Connecticut
$232K -$14.4K -45 -6%
SB
923
Simmons Bank
Arkansas
$229K -$3.19K -10 -1%
AWA
924
ARS Wealth Advisors
Florida
$229K +$27.1K +85 +13%
TSS
925
Two Sigma Securities
New York
$227K -$2.01M -6,289 -89%