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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Belpointe Asset Management
Nevada
$428K +$255K +1,020 +130%
LAM
852
Lingohr Asset Management
Germany
$427K – – –
VCA
853
Verdence Capital Advisors
Maryland
$425K +$447K +1,791 New
HIA
854
Harbor Investment Advisory
Maryland
$424K +$65.2K +261 +17%
PNAA
855
Pictet North America Advisors
Switzerland
$421K – – –
IWM
856
IHT Wealth Management
Illinois
$420K -$110K -439 -20%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$420K -$9.24K -37 -2%
FTC
858
Farmers Trust Company
Ohio
$419K – – –
RWP
859
RWA Wealth Partners
Massachusetts
$419K +$25K +100 +6%
FMLI
860
Fukoku Mutual Life Insurance
Japan
$418K -$50K -200 -10%
KWMG
861
King Wealth Management Group
Florida
$418K – – –
AIC
862
Ameritas Investment Company
Nebraska
$418K +$125K +501 +60%
CT
863
Caldwell Trust
Florida
$416K +$749 +3 +0.2%
GWMIA
864
Global Wealth Management Investment Advisory
Florida
$416K -$12.5K -50 -3%
BFM
865
Boston Financial Management
Massachusetts
$415K -$16K -64 -4%
LSAG
866
Lake Street Advisors Group
New Hampshire
$410K +$2.75K +11 +0.6%
CCG
867
Chatham Capital Group
Georgia
$409K – – –
TFM
868
TFC Financial Management
Massachusetts
$409K – – –
PWM
869
Paulson Wealth Management
Illinois
$408K – – –
BCM
870
Brookstone Capital Management
Illinois
$405K +$429K +1,718 New
HCM
871
Howland Capital Management
Massachusetts
$404K -$59.2K -237 -12%
MC
872
Middleton & Co
Massachusetts
$402K – – –
ECM
873
Evergreen Capital Management
Washington
$402K +$18.7K +75 +5%
HI
874
Harbour Investments
Wisconsin
$399K +$22K +88 +6%
AF
875
Allworth Financial
California
$399K +$32.7K +131 +8%