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Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
826
Mechanics Bank - Trust Department
California
$402K
GA
827
Geller Advisors
New York
$401K +$99.6K +458 +30%
IB
828
Intrust Bank
Kansas
$400K -$36.3K -167 -8%
GIM
829
Grassi Investment Management
California
$400K
EGA
830
E&G Advisors
Texas
$400K +$435K +2,000 New
BCM
831
Brookstone Capital Management
Illinois
$394K +$56.1K +258 +15%
FIM
832
Freedom Investment Management
Connecticut
$393K -$147K -678 -26%
RIM
833
Regent Investment Management
Kentucky
$392K
HAG
834
HighPoint Advisor Group
Illinois
$392K +$5.44K +25 +1%
FF
835
FourThought Financial
Florida
$391K -$14.8K -68 -3%
BCB
836
Brian C. Broderick
$390K -$21.7K -100 -5%
QP
837
Quilter Plc
United Kingdom
$390K +$435 +2 +0.1%
CT
838
Caldwell Trust
Florida
$390K +$41.7K +192 +11%
FLAM
839
First Light Asset Management
Minnesota
$389K
BAM
840
Belpointe Asset Management
Nevada
$388K +$27.8K +128 +7%
GVAG
841
Great Valley Advisor Group
Delaware
$387K +$27K +124 +7%
NAMM
842
NorthStar Asset Management (Massachusetts)
Massachusetts
$385K -$16.5K -76 -4%
EI
843
Ellevest Inc
New York
$381K +$89.2K +410 +27%
EP
844
Edgestream Partners
New Jersey
$381K +$413K +1,901 New
DMBA
845
Deseret Mutual Benefit Administrators
Utah
$379K -$109K -502 -21%
HVIA
846
Hudson Valley Investment Advisors
New York
$379K -$9.13K -42 -2%
PWM
847
Palumbo Wealth Management
New York
$379K +$1.96K +9 +0.5%
CWM
848
Cornerstone Wealth Management
Missouri
$378K +$6.09K +28 +2%
PIM
849
Perpetual Investment Management
Australia
$374K +$8.04K +37 +2%
AG
850
AIA Group
Hong Kong
$372K +$404K +1,859 New