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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
801
Belpointe Asset Management
Nevada
$759K -$507K -1,803 -40%
CRWM
802
Castle Rock Wealth Management
California
$756K +$23.9K +85 +3%
FRM
803
Fox Run Management
Connecticut
$752K +$298K +1,059 +64%
PCMI
804
Paradigm Capital Management Inc
New York
$749K -$56.3K -200 -7%
FIM
805
Freedom Investment Management
Connecticut
$748K +$143K +507 +23%
BFM
806
Boston Financial Management
Massachusetts
$748K +$14.9K +53 +2%
IA
807
IFP Advisors
Florida
$745K +$159K +566 +17%
CF
808
Centaurus Financial
California
$744K +$94K +334 +14%
CCB
809
Country Club Bank
Missouri
$737K +$77.4K +275 +12%
PL
810
Plancorp LLC
Missouri
$735K -$3.1K -11 -0.4%
Pacer Advisors
811
Pacer Advisors
Pennsylvania
$734K -$3.25M -11,564 -81%
PMA
812
Prudent Man Advisors
Illinois
$728K -$200K -710 -21%
WA
813
Wealth Alliance
New York
$723K -$20K -71 -3%
DLHL
814
Donald L. Hagan LLC
Florida
$721K -$866K -3,076 -54%
SRAM
815
Spouting Rock Asset Management
Pennsylvania
$715K +$11.8K +42 +2%
BBA
816
BLB&B Advisors
Pennsylvania
$713K -$9.85K -35 -1%
VWA
817
Visionary Wealth Advisors
Illinois
$712K +$2.25K +8 +0.3%
ST
818
Somerset Trust
Pennsylvania
$708K -$17.7K -63 -2%
Kovitz Investment Group Partners
819
Kovitz Investment Group Partners
Illinois
$708K -$16K -57 -2%
MFG
820
MidWestOne Financial Group
Iowa
$707K -$52.9K -188 -7%
CC
821
Cannell & Co
New York
$705K +$23.9K +85 +3%
MRCM
822
M&R Capital Management
New Jersey
$700K – – –
WFA
823
Wipfli Financial Advisors
Wisconsin
$697K +$707K +2,511 New
BMC
824
Beaton Management Company
Massachusetts
$695K – – –
WA
825
Wambolt & Associates
Colorado
$695K – – –