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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1451
Operose Advisors
Wisconsin
$652K -$5.87K -150 -0.9%
KP
1452
Keel Point
Alabama
$651K +$210K +5,370 +48%
IP
1453
Intellectus Partners
California
$650K -$75.4K -1,926 -10%
TF
1454
Trek Financial
Arizona
$649K -$123K -3,147 -16%
BAM
1455
Belpointe Asset Management
Nevada
$648K -$27.6K -706 -4%
IIA
1456
ICW Investment Advisors
Arizona
$643K -$47.7K -1,219 -7%
WA
1457
WBH Advisory
Maryland
$643K -$60.9K -1,556 -9%
SM
1458
Sweeney & Michel
California
$643K -$3.48K -89 -0.5%
WCM
1459
Winthrop Capital Management
Indiana
$641K -$34.7K -887 -5%
RMC
1460
Resources Management Corp
Connecticut
$636K +$71.7K +1,832 +13%
JGUA
1461
John G. Ullman & Associates
New York
$635K -$17K -435 -3%
RMC
1462
Regis Management Company
California
$633K – – –
SFS
1463
Stiles Financial Services
Minnesota
$629K +$151K +3,862 +32%
CANC
1464
Culbertson A N & Co
Virginia
$626K -$548 -14 -0.1%
HFM
1465
Hartford Funds Management
Pennsylvania
$625K +$29.6K +756 +5%
ALAM
1466
Asahi Life Asset Management
Japan
$624K +$624K +15,940 New
LFG
1467
Larson Financial Group
Missouri
$621K +$211K +5,399 +52%
PA
1468
Perennial Advisors
New York
$619K -$35.6K -910 -5%
RC
1469
Rovin Capital
Arizona
$618K +$46.8K +1,195 +8%
FNBTCON
1470
First National Bank & Trust Co of Newtown
Pennsylvania
$617K – – –
AWE
1471
Avidian Wealth Enterprises
Texas
$616K +$28.6K +730 +5%
IF
1472
Ironwood Financial
Arizona
$616K -$1.49K -38 -0.2%
OC
1473
Oarsman Capital
Wisconsin
$615K +$614K +15,701 New
SIM
1474
Studio Investment Management
Illinois
$614K +$665 +17 +0.1%
WCM
1475
Windsor Capital Management
Arizona
$613K +$2.86K +73 +0.5%