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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1226
Belpointe Asset Management
Nevada
$807K -$314K -7,433 -24%
BDF
1227
Balasa Dinverno & Foltz
$806K -$278K -6,588 -22%
LFAS
1228
Level Four Advisory Services
Texas
$804K +$34.5K +818 +4%
GBT
1229
Grove Bank & Trust
Florida
$801K -$67.5K -1,600 -6%
LWAC
1230
Laurel Wealth Advisors (California)
California
$801K -$48.6K -1,151 -5%
HFP
1231
Holistic Financial Partners
Indiana
$801K -$14.1K -335 -1%
CC
1232
Chicago Capital
Illinois
$796K -$86.1K -2,042 -8%
LWM
1233
Laidlaw Wealth Management
New York
$793K -$153K -3,632 -14%
DS
1234
DRW Securities
Illinois
$782K +$959K +22,739 New
GIG
1235
Goodnow Investment Group
Connecticut
$777K +$28.3K +670 +3%
GRP
1236
Global Retirement Partners
California
$775K -$217K -5,144 -19%
PCG
1237
Private Capital Group
Connecticut
$772K +$109K +2,588 +13%
WA
1238
WealthTrust Axiom
Pennsylvania
$771K +$2.11K +50 +0.2%
AF
1239
AMG Funds
Connecticut
$769K -$783K -18,556 -46%
IAN
1240
Integrated Advisors Network
Texas
$768K -$562K -13,318 -37%
SIA
1241
Starfire Investment Advisers
Michigan
$768K
VFM
1242
Viking Fund Management
North Dakota
$767K +$941K +22,300 New
CNBT
1243
Cornerstone National Bank & Trust
Illinois
$766K +$90.6K +2,148 +11%
AIM
1244
Acropolis Investment Management
Missouri
$757K -$33.9K -804 -4%
CIA
1245
Capital Investment Advisors
Georgia
$756K -$68.6K -1,625 -7%
FAIM
1246
Financial Advocates Investment Management
Washington
$753K -$15.3K -363 -2%
FHA
1247
Flagship Harbor Advisors
Massachusetts
$752K +$33K +782 +4%
FNBTCON
1248
First National Bank & Trust Co of Newtown
Pennsylvania
$748K
SBSB
1249
Sullivan, Bruyette, Speros & Blaney
Virginia
$747K -$17.4K -412 -2%
UBG
1250
United Bank (Georgia)
Georgia
$745K -$290K -6,871 -24%