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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
926
Chesapeake Wealth Management
Virginia
$337K -$30.8K -200 -9%
SIMG
927
Sonora Investment Management Group
Arizona
$336K -$3.08K -20 -1%
CI
928
CX Institutional
Indiana
$335K -$3.08K -20 -1%
TA
929
TFB Advisors
Kansas
$334K +$75.1K +488 +32%
BAM
930
Belpointe Asset Management
Nevada
$333K -$135K -880 -31%
ABC
931
Associated Banc-Corp
Wisconsin
$333K +$9.24K +60 +3%
FCBT
932
First Citizens Bank & Trust
North Carolina
$332K -$2.46K -16 -0.8%
NSAM
933
North Star Asset Management
Wisconsin
$330K – – –
WAG
934
Wallace Advisory Group
California
$328K -$24K -156 -7%
SEA
935
Stegent Equity Advisors
Texas
$324K +$291K +1,888 New
GL
936
Graypoint LLC
New York
$323K +$22.2K +144 +8%
JCM
937
Jacobi Capital Management
Pennsylvania
$321K +$288K +1,872 New
CSPIA
938
Cary Street Partners Investment Advisory
Virginia
$320K -$616 -4 -0.2%
PHS
939
Pekin Hardy Strauss
Illinois
$319K – – –
WANY
940
Wealthspire Advisors (New York)
New York
$319K +$19.1K +124 +7%
VCM
941
Virtue Capital Management
Tennessee
$316K -$28.9K -188 -9%
UAG
942
United Advisor Group
Ohio
$315K -$278K -1,804 -50%
CUAMC
943
China Universal Asset Management Company
China
$314K +$158K +1,024 +127%
SC
944
Scotia Capital
Ontario, Canada
$313K +$10.5K +68 +4%
GAM
945
Garrison Asset Management
Arkansas
$313K – – –
SIM
946
Sentry Investment Management
Wisconsin
$312K – – –
CASC
947
Coppell Advisory Solutions Corp
Texas
$312K +$280K +1,816 New
BTWM
948
Brass Tax Wealth Management
Ohio
$312K +$280K +1,816 New
SPC
949
Stewart & Patten Company
California
$309K – – –
BOH
950
Bank of Hawaii
Hawaii
$309K +$277K +1,800 New