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Name Holding Trade Value Shares
Change
Change in
Stake
BONH
801
Bank of New Hampshire
New Hampshire
$571K +$51.5K +220 +10%
KIA
802
KCM Investment Advisors
California
$569K +$10.8K +46 +2%
BAM
803
Belpointe Asset Management
Nevada
$568K -$9.6K -41 -2%
TFS
804
Thoroughbred Financial Services
Tennessee
$567K +$555K +2,369 New
RBFC
805
Roman Butler Fullerton & Co
Missouri
$561K -$15.5K -66 -3%
CT
806
Chicago Trust
Illinois
$561K +$6.09K +26 +1%
JSL
807
JT Stratford LLC
Georgia
$559K -$30.4K -130 -5%
HW
808
Hancock Whitney
Mississippi
$556K -$9.83K -42 -2%
LSA
809
Leonteq Securities AG
Switzerland
$554K -$71.4K -305 -12%
GTAM
810
Global Trust Asset Management
Florida
$554K -$25.1K -107 -4%
AWA
811
Aaron Wealth Advisors
Illinois
$554K +$31.1M +132,743 New
DWT
812
Dorsey & Whitney Trust
South Dakota
$551K +$8.66K +37 +2%
FCMC
813
Founders Capital Management (Connecticut)
Connecticut
$550K
GJIC
814
Gamble Jones Investment Counsel
California
$545K
AWM
815
Adams Wealth Management
Utah
$542K +$9.13K +39 +2%
CCM
816
Carlson Capital Management
Minnesota
$540K +$702 +3 +0.1%
EWM
817
Evercore Wealth Management
New York
$533K -$8.19K -35 -2%
BIM
818
Barton Investment Management
Pennsylvania
$531K
WAM
819
Wolverine Asset Management
Illinois
$527K
BS
820
Boenning & Scattergood
Pennsylvania
$526K +$4.68K +20 +0.9%
HEIP
821
Hudson Edge Investment Partners
New Jersey
$523K
SB
822
Sunflower Bank
Texas
$521K -$7.73K -33 -1%
LWM
823
Lyell Wealth Management
California
$520K +$269K +1,149 +113%
FAM
824
Fulcrum Asset Management
United Kingdom
$515K
YIA
825
YHB Investment Advisors
Connecticut
$510K +$173K +739 +53%