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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
926
AUA Capital Management
Pennsylvania
$175K
BAM
927
Belpointe Asset Management
Nevada
$175K +$20.6K +155 +14%
TL
928
TrueWealth LLC
Georgia
$173K
MFW
929
Mosaic Family Wealth
Missouri
$172K
PMFA
930
Plante Moran Financial Advisors
Michigan
$172K +$44.2K +332 +37%
NSB
931
Norway Savings Bank
Maine
$169K
FMTCOCP
932
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K
FPS
933
Fieldpoint Private Securities
Connecticut
$167K -$60.9K -458 -28%
APW
934
Acima Private Wealth
Virginia
$164K +$19.3K +145 +14%
DWM
935
Destination Wealth Management
California
$158K
DSC
936
Duncker Streett & Co
Missouri
$156K
CWA
937
Clarus Wealth Advisors
Arizona
$155K +$798 +6 +0.5%
HCM
938
Hilton Capital Management
New York
$153K -$10.8K -81 -7%
SSB
939
Sandy Spring Bank
Maryland
$152K +$11.2K +84 +8%
BL
940
Balentine LLC
Georgia
$148K
EMG
941
ETF Managers Group
New Jersey
$148K +$11.4K +86 +9%
EWM
942
Endurance Wealth Management
Rhode Island
$144K
TNBTD
943
Trustmark National Bank Trust Department
Mississippi
$142K
FMII
944
Farmers & Merchants Investments Inc
Nebraska
$141K +$3.19K +24 +2%
RIA
945
Realta Investment Advisors
Delaware
$139K +$132K +992 New
GEA
946
Glen Eagle Advisors
New Jersey
$137K -$7.98K -60 -6%
CMO
947
Covenant Multifamily Offices
Texas
$129K +$123K +922 New
ME
948
McIlrath & Eck
Washington
$126K
LC
949
Lindbrook Capital
California
$125K -$1.73K -13 -1%
M
950
MOTCO
Texas
$124K -$15.2K -114 -11%