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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
526
Jeppson Wealth Management
California
$667K -$38.5K -271 -5%
BC
527
Burney Company
Virginia
$667K – – –
FCM
528
Fourpath Capital Management
Oklahoma
$665K -$3.41K -24 -0.5%
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$665K -$854K -6,017 -56%
CTFG
530
Capstone Triton Financial Group
Oklahoma
$665K -$23.6K -166 -3%
RPCONE
531
Retirement Planning Company of New England
Rhode Island
$660K -$126K -890 -16%
EIP
532
Epoch Investment Partners
New York
$649K -$710 -5 -0.1%
IAMOG
533
Investors Asset Management of Georgia
Georgia
$648K -$13.5K -95 -2%
BAM
534
Belpointe Asset Management
Nevada
$640K +$154K +1,083 +31%
LSA
535
Lion Street Advisors
Texas
$639K -$289K -2,037 -34%
CT
536
Cambridge Trust
Massachusetts
$639K +$41.4K +292 +7%
ETC
537
Exchange Traded Concepts
Oklahoma
$634K +$11.9K +84 +2%
JFL
538
Jarislowsky, Fraser Ltd
Quebec, Canada
$631K – – –
WA
539
Wealth Alliance
New York
$628K +$34.3K +242 +6%
HH
540
Hilltop Holdings
Texas
$628K -$91.1K -642 -13%
AAM
541
Ascension Asset Management
New York
$628K – – –
GBT
542
Grove Bank & Trust
Florida
$625K +$127K +898 +25%
IWM
543
IHT Wealth Management
Illinois
$625K -$129K -911 -17%
CHC
544
City Holding Co
West Virginia
$622K -$47K -331 -7%
PTP
545
Platform Technology Partners
New York
$619K -$10.4K -73 -2%
KRSITF
546
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$619K – – –
SFSG
547
Sound Financial Strategies Group
Mississippi
$614K +$621K +4,376 New
CT
548
Caldwell Trust
Florida
$612K -$7.1K -50 -1%
MBTD
549
Mechanics Bank - Trust Department
California
$607K – – –
QIM
550
Quantitative Investment Management
Virginia
$606K +$613K +4,322 New