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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1226
Whalerock Point Partners
Rhode Island
$808K +$124K +2,950 +14%
BAM
1227
Belpointe Asset Management
Nevada
$807K -$314K -7,433 -24%
BDF
1228
Balasa Dinverno & Foltz
$806K -$278K -6,588 -22%
LFAS
1229
Level Four Advisory Services
Texas
$804K +$34.5K +818 +4%
GBT
1230
Grove Bank & Trust
Florida
$801K -$67.5K -1,600 -6%
LWAC
1231
Laurel Wealth Advisors (California)
California
$801K -$48.6K -1,151 -5%
HFP
1232
Holistic Financial Partners
Indiana
$801K -$14.1K -335 -1%
CC
1233
Chicago Capital
Illinois
$796K -$86.1K -2,042 -8%
LWM
1234
Laidlaw Wealth Management
New York
$793K -$153K -3,632 -14%
DS
1235
DRW Securities
Illinois
$782K +$959K +22,739 New
GIG
1236
Goodnow Investment Group
Connecticut
$777K +$28.3K +670 +3%
GRP
1237
Global Retirement Partners
California
$775K -$217K -5,144 -19%
PCG
1238
Private Capital Group
Connecticut
$772K +$109K +2,588 +13%
WA
1239
WealthTrust Axiom
Pennsylvania
$771K +$2.11K +50 +0.2%
AF
1240
AMG Funds
Connecticut
$769K -$783K -18,556 -46%
IAN
1241
Integrated Advisors Network
Texas
$768K -$562K -13,318 -37%
SIA
1242
Starfire Investment Advisers
Michigan
$768K – – –
VFM
1243
Viking Fund Management
North Dakota
$767K +$941K +22,300 New
CNBT
1244
Cornerstone National Bank & Trust
Illinois
$766K +$90.6K +2,148 +11%
AIM
1245
Acropolis Investment Management
Missouri
$757K -$33.9K -804 -4%
CIA
1246
Capital Investment Advisors
Georgia
$756K -$68.6K -1,625 -7%
FAIM
1247
Financial Advocates Investment Management
Washington
$753K -$15.3K -363 -2%
FHA
1248
Flagship Harbor Advisors
Massachusetts
$752K +$33K +782 +4%
FNBTCON
1249
First National Bank & Trust Co of Newtown
Pennsylvania
$748K – – –
SBSB
1250
Sullivan, Bruyette, Speros & Blaney
Virginia
$747K -$17.4K -412 -2%