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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
726
Twelve Points Wealth Management
Massachusetts
$622K +$59.1K +261 +11%
BWAM
727
Boyd Watterson Asset Management
Ohio
$622K +$679 +3 +0.1%
TAM
728
Tocqueville Asset Management
New York
$617K -$1.06M -4,675 -65%
BBNB
729
Baker Boyer National Bank
Washington
$607K
MA
730
MJP Associates
Connecticut
$605K -$34.2K -151 -6%
LAM
731
Lakewood Asset Management
Illinois
$597K -$906 -4 -0.2%
BHC
732
Bowen Hanes & Co
Florida
$588K
IFWM
733
Institute for Wealth Management
Colorado
$587K
JCM
734
J2 Capital Management
Michigan
$586K +$70.9K +313 +15%
AI
735
Atom Investors
Texas
$584K +$539K +2,382 New
PFS
736
Prospera Financial Services
Texas
$582K +$10.2K +45 +2%
EFMC
737
Empire Financial Management Company
New York
$582K +$537K +2,373 New
TA
738
Tectonic Advisors
Texas
$574K +$143K +633 +37%
WR
739
WD Rutherford
Oregon
$572K +$18.1K +80 +4%
CCM
740
Coldstream Capital Management
Washington
$572K -$29.4K -130 -5%
EI
741
Ethic Inc
New York
$570K -$113K -498 -18%
SRAM
742
Spouting Rock Asset Management
Pennsylvania
$561K +$518K +2,289 New
BWM
743
BlackDiamond Wealth Management
New York
$560K +$15.4K +68 +3%
HBT
744
Heartland Bank & Trust
Illinois
$558K -$37.1K -164 -7%
BJL
745
Brighton Jones LLC
Washington
$558K +$50.9K +225 +11%
HBW
746
Hazlett, Burt & Watson
West Virginia
$557K +$19.2K +85 +4%
KWM
747
Kingsview Wealth Management
Oregon
$555K +$2.26K +10 +0.4%
VVP
748
Venture Visionary Partners
Ohio
$553K -$22.6K -100 -4%
PI
749
PFG Investments
New York
$547K +$24K +106 +5%
AUB
750
Atlantic Union Bankshares
Virginia
$546K -$20.8K -92 -4%