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Name Holding Trade Value Shares
Change
Change in
Stake
IF
751
IRON Financial
Illinois
$208K – – –
BL
752
Balentine LLC
Georgia
$207K +$223K +7,450 New
GIA
753
Guyasuta Investment Advisors
Pennsylvania
$205K – – –
IAIM
754
International Assets Investment Management
Florida
$204K -$26.9K -900 -11%
NHT
755
New Hampshire Trust
New Hampshire
$203K +$218K +7,300 New
LSA
756
Leonteq Securities AG
Switzerland
$201K -$64.2K -2,150 -23%
CMBA
757
C.M. Bidwell & Associates
Hawaii
$194K +$209K +7,000 New
PFBT
758
Parkside Financial Bank & Trust
Missouri
$193K – – –
VWM
759
Valley Wealth Managers
New Jersey
$190K +$205K +6,850 New
TCOV
760
Trust Company of Vermont
Vermont
$189K – – –
NIMI
761
Natixis Investment Managers International
France
$186K -$22.4K -750 -10%
PWMG
762
Prestige Wealth Management Group
New Jersey
$180K +$191K +6,400 +6,400%
HCM
763
Hollencrest Capital Management
California
$179K +$193K +6,450 New
CHC
764
City Holding Co
West Virginia
$173K – – –
WSCM
765
Wellington Shields Capital Management
New York
$173K – – –
FCT
766
First Community Trust
Iowa
$173K +$97.1K +3,250 +108%
SGA
767
Seaport Global Advisors
Massachusetts
$171K -$22.4K -750 -11%
MHR
768
Matthew Hamilton Rosenberg
$169K +$8.96K +300 +5%
HIIFS
769
Harel Insurance Investments & Financial Services
Israel
$169K +$181K +6,050 New
BTI
770
Blue Trust Inc
Georgia
$165K +$22.4K +750 +16%
AF
771
Advisornet Financial
Minnesota
$162K +$109K +3,650 +166%
CHA
772
Carmichael Hill & Associates
Maryland
$161K – – –
BAM
773
Belpointe Asset Management
Nevada
$160K -$227K -7,600 -57%
AG
774
AIA Group
Hong Kong
$160K +$172K +5,750 New
FHA
775
First Horizon Advisors
Tennessee
$160K -$7.47K -250 -4%