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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
776
Belpointe Asset Management
Nevada
$575K -$678K -2,650 -53%
IFWM
777
Institute for Wealth Management
Colorado
$574K – – –
PFM
778
Parsec Financial Management
North Carolina
$573K +$26.9K +105 +5%
IAIM
779
International Assets Investment Management
Florida
$570K -$499K -1,951 -45%
BBNB
780
Baker Boyer National Bank
Washington
$570K +$753K +2,944 New
CAM
781
Cozad Asset Management
Illinois
$569K – – –
PWS
782
Precision Wealth Strategies
Missouri
$559K +$69.6K +272 +13%
AIC
783
Ameritas Investment Company
Nebraska
$558K -$89K -348 -22%
PAS
784
Park Avenue Securities
New York
$547K +$34.3K +134 +6%
CC
785
Centiva Capital
New York
$540K +$566K +2,213 New
TAIM
786
TD Ameritrade Investment Management
Nebraska
$537K +$36.6K +143 +7%
MC
787
Moors & Cabot
Massachusetts
$537K +$126K +494 +29%
RMC
788
Resources Management Corp
Connecticut
$532K +$455K +1,780 +443%
HCM
789
HMS Capital Management
Tennessee
$529K -$19.9K -78 -3%
PFO
790
Pathstone Family Office
New Jersey
$526K +$292K +1,140 +112%
CCA
791
Checchi Capital Advisers
California
$523K +$1.28K +5 +0.2%
AC
792
Allstate Corporation
Illinois
$521K -$98.7K -386 -15%
FCFC
793
First Commonwealth Financial Corp
Pennsylvania
$520K -$19.2K -75 -3%
CPC
794
Cookson Peirce & Co
Pennsylvania
$519K -$16.1M -62,897 -97%
KIA
795
KCM Investment Advisors
California
$519K +$108K +423 +25%
GVAG
796
Great Valley Advisor Group
Delaware
$518K +$33.8K +132 +7%
PTC
797
Philadelphia Trust Company
Pennsylvania
$517K -$19.2K -75 -3%
TI
798
Tidal Investments
Wisconsin
$511K +$262K +1,026 +96%
HTC
799
Haverford Trust Company
Pennsylvania
$510K +$87K +340 +19%
WT
800
Washington Trust
Rhode Island
$509K – – –