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Name Holding Trade Value Shares
Change
Change in
Stake
BMO
1276
Beck Mack & Oliver
New York
$951K
LTI
1277
Laffer Tengler Investments
Tennessee
$950K -$9.73K -245 -1%
IAIM
1278
International Assets Investment Management
Florida
$943K +$13.4K +337 +0.3%
HFP
1279
Holistic Financial Partners
Indiana
$942K +$3.5K +88 +0.4%
OCBCO
1280
Oversea-Chinese Banking Corp (OCBC)
Singapore
$941K +$635K +15,999 +241%
AWCI
1281
Alpine Woods Capital Investors
New York
$941K -$123K -3,100 -12%
WBC
1282
West Branch Capital
Massachusetts
$939K +$3.93K +99 +0.4%
EI
1283
EDMP Inc
Florida
$938K +$42.7K +1,076 +5%
IW
1284
Imprint Wealth
South Carolina
$933K +$222K +5,601 +37%
MAM
1285
Martingale Asset Management
Massachusetts
$930K +$493K +12,410 +124%
BAM
1286
Belpointe Asset Management
Nevada
$930K -$575K -14,480 -39%
RFA
1287
Resurgent Financial Advisors
Georgia
$927K +$321K +8,080 +57%
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
$926K -$28.5K -718 -3%
CWP
1289
Concord Wealth Partners
Virginia
$925K +$329K +8,295 +59%
ACA
1290
Atlas Capital Advisors
Wyoming
$925K +$148K +3,718 +20%
LIM
1291
Longfellow Investment Management
Massachusetts
$923K -$439K -11,046 -33%
CSPIA
1292
Cary Street Partners Investment Advisory
Virginia
$921K +$49K +1,234 +6%
CH
1293
Canton Hathaway
Rhode Island
$919K
KCM
1294
Kendall Capital Management
Maryland
$916K +$7.75K +195 +0.9%
CNBT
1295
Cornerstone National Bank & Trust
Illinois
$915K +$120K +3,025 +16%
LJAC
1296
L.J. Altfest & Co
New York
$913K -$12.9K -325 -1%
DCM
1297
Donaldson Capital Management
Indiana
$912K -$37.4K -941 -4%
KIG
1298
Kennedy Investment Group
New Jersey
$910K +$8.82K +222 +1%
LK
1299
Lumbard & Kellner
New Hampshire
$909K -$3.58K -90 -0.4%
RG
1300
Renaissance Group
Kentucky
$909K -$44.4K -1,117 -5%