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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
976
Paulson Wealth Management
Illinois
$518K
WCP
977
Welch Capital Partners
New York
$515K
BAM
978
Belpointe Asset Management
Nevada
$515K +$11.8K +40 +2%
GBT
979
Grove Bank & Trust
Florida
$514K -$13.9K -47 -3%
GC
980
Gilbert & Cook
Iowa
$511K +$10.9K +37 +2%
TAM
981
Trillium Asset Management
Massachusetts
$508K -$5.33K -18 -1%
DBG
982
De Burlo Group
Massachusetts
$507K
CDDEC
983
Caisse Des Depots Et Consignations
France
$506K
FB
984
First Bancorp
Maine
$506K -$25.7K -87 -5%
MWM
985
Mindset Wealth Management
Indiana
$503K +$3.85K +13 +0.8%
TFM
986
TFC Financial Management
Massachusetts
$498K
AWM
987
Accurate Wealth Management
Florida
$498K +$43.5K +147 +10%
BONH
988
Bank of New Hampshire
New Hampshire
$494K
CT
989
Caldwell Trust
Florida
$492K
HH
990
Hilltop Holdings
Texas
$490K +$37K +125 +8%
BGA
991
Battery Global Advisors
Massachusetts
$483K
1SB
992
1ST Source Bank
Indiana
$483K
RGC
993
Roberts, Glore & Co
Illinois
$481K -$32.5K -110 -6%
PCA
994
Purkiss Capital Advisors
Connecticut
$481K +$125K +422 +34%
MFS
995
Madrona Financial Services
Washington
$480K -$7.1K -24 -1%
WA
996
Win Advisors
Florida
$479K +$492K +1,663 New
WANY
997
Wealthspire Advisors (New York)
New York
$478K -$67.5K -228 -12%
LWCFA
998
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$478K -$45.9K -155 -9%
BTWM
999
Baker Tilly Wealth Management
Wisconsin
$477K +$104K +352 +27%
SIC
1000
Samalin Investment Counsel
New York
$472K -$15.1K -51 -3%