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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1426
Beese Fulmer Investment Management
Ohio
$920K -$12.7M -61,058 -93%
BLC
1427
Brown, Lisle/Cummings
Rhode Island
$920K +$4.97K +24 +0.5%
MFP
1428
Meridian Financial Partners
Virginia
$919K +$25.1K +121 +2%
LAM
1429
L2 Asset Management
Massachusetts
$917K +$52.8K +255 +5%
ACA
1430
American Capital Advisory
Idaho
$916K +$571K +2,755 +128%
EB
1431
Eastern Bank
Massachusetts
$916K -$895K -4,322 -47%
Two Sigma Investments
1432
Two Sigma Investments
New York
$916K -$3.93M -18,958 -79%
AP
1433
Americana Partners
Texas
$915K +$1.02M +4,899 New
BAM
1434
Belpointe Asset Management
Nevada
$913K -$639K -3,084 -39%
RB
1435
Renasant Bank
Mississippi
$912K +$44.5K +215 +5%
GKWIM
1436
Gerber Kawasaki Wealth & Investment Management
California
$909K -$164K -792 -14%
SPF
1437
South Plains Financial
Texas
$905K +$252K +1,217 +34%
HT
1438
Heritage Trust
Oklahoma
$904K -$635K -3,065 -39%
BDFN
1439
Bond & Devick Financial Network
Minnesota
$903K -$54.9K -265 -5%
PP
1440
PDS Planning
Ohio
$902K -$82.7K -399 -8%
CAG
1441
Cypress Advisory Group
Arizona
$897K
AA
1442
Advisory Alpha
Michigan
$897K +$159K +766 +19%
FG
1443
Fiduciary Group
Georgia
$897K -$188K -906 -16%
DFA
1444
Delta Financial Advisors
Louisiana
$889K -$132K -635 -12%
CFG
1445
Chapman Financial Group
Hawaii
$886K
BTWM
1446
Baker Tilly Wealth Management
Wisconsin
$885K -$183K -885 -16%
KCM
1447
KRS Capital Management
Michigan
$884K -$102K -491 -9%
CFD
1448
Creative Financial Designs
Indiana
$884K +$28.8K +139 +3%
BLFG
1449
Brian Low Financial Group
Louisiana
$882K +$709K +3,420 +262%
PL
1450
Perpetual Ltd
Australia
$881K +$127K +615 +15%