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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Circle Wealth Management
New Jersey
$780K +$152K +1,474 +23%
CBN
1327
Cadence Bank NA
Texas
$777K -$20.8K -202 -3%
SAA
1328
Southeast Asset Advisors
Georgia
$772K -$9.57K -93 -1%
PAM
1329
Paradigm Asset Management
New York
$771K -$282K -2,739 -26%
ZIG
1330
Zuckerman Investment Group
Illinois
$770K – – –
FC
1331
Forte Capital
New York
$768K -$8.64K -84 -1%
CAAS
1332
Capital Asset Advisory Services
Michigan
$764K -$28.1K -273 -3%
SSWM
1333
Sheets Smith Wealth Management
North Carolina
$762K -$1.04M -10,133 -57%
KCM
1334
Karp Capital Management
California
$761K -$206K -2,000 -21%
SGAM
1335
Steinberg Global Asset Management
Florida
$760K +$31.9K +310 +4%
BC
1336
Brinker Capital
Pennsylvania
$759K -$790K -7,677 -50%
NL
1337
NWAM LLC
Washington
$754K -$79.3K -771 -9%
FBFS
1338
First Business Financial Services
Wisconsin
$749K +$86.1K +837 +12%
DBT
1339
Dubuque Bank & Trust
Iowa
$749K +$333K +3,233 +74%
AHB
1340
Abner Herrman & Brock
New Jersey
$744K -$3.09K -30 -0.4%
PMFA
1341
Plante Moran Financial Advisors
Michigan
$741K -$76.1K -740 -9%
WA
1342
WealthTrust Axiom
Pennsylvania
$741K -$2.37K -23 -0.3%
WA
1343
Wasatch Advisors
Utah
$738K +$154K +1,500 +25%
ERIM
1344
Eagle Ridge Investment Management
Connecticut
$738K +$770K +7,483 New
BAM
1345
Belpointe Asset Management
Nevada
$736K +$768K +7,468 New
IDBONY
1346
Israel Discount Bank of New York
New York
$733K -$22.1K -215 -3%
ICM
1347
IMS Capital Management
Oregon
$731K -$3.6K -35 -0.5%
SBL
1348
Sargent Bickham Lagudis
Colorado
$731K +$33.1K +322 +5%
IB
1349
Intrust Bank
Kansas
$730K -$15.5K -151 -2%
SC
1350
Saybrook Capital
North Carolina
$729K -$55.3K -538 -7%
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