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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
626
Regal Investment Advisors
Michigan
$1.01M +$1.05M +15,899 New
CK
627
Cohen Klingenstein
New York
$1M – – –
LIM
628
Leavell Investment Management
Alabama
$1M – – –
CB
629
CNB Bank
Pennsylvania
$996K -$858 -13 -0.1%
Belpointe Asset Management
630
Belpointe Asset Management
Nevada
$991K +$51K +773 +5%
LWAC
631
Laurel Wealth Advisors (California)
California
$983K +$60.7K +919 +6%
PT
632
Plimoth Trust
Massachusetts
$972K -$66.2K -1,003 -6%
MMHP
633
Murphy Middleton Hinkle & Parker
Georgia
$970K -$9.38K -142 -0.9%
SC
634
Sawyer & Company
Massachusetts
$970K – – –
Mizuho Securities USA
635
Mizuho Securities USA
New York
$967K -$647K -9,799 -39%
Madison Asset Management
636
Madison Asset Management
Wisconsin
$965K – – –
HCM
637
Hodges Capital Management
Texas
$953K -$142K -2,147 -12%
Tidal Investments
638
Tidal Investments
Wisconsin
$950K +$527K +7,975 +113%
Harbour Investments
639
Harbour Investments
Wisconsin
$947K +$55.1K +835 +6%
Valeo Financial Advisors
640
Valeo Financial Advisors
Indiana
$947K +$150K +2,275 +18%
Jump Financial
641
Jump Financial
Illinois
$947K +$203K +3,080 +26%
Capital Investment Advisors
642
Capital Investment Advisors
Georgia
$942K +$147K +2,231 +18%
NB
643
Northwest Bancshares
Pennsylvania
$939K +$18.3K +277 +2%
Ferguson Wellman Capital Management
644
Ferguson Wellman Capital Management
Oregon
$937K -$61.5K -932 -6%
Engineers Gate Manager
645
Engineers Gate Manager
New York
$934K -$327K -4,947 -25%
FAB
646
First American Bank
Illinois
$931K – – –
JWM
647
Jupiter Wealth Management
Colorado
$930K – – –
CPO
648
Cerity Partners OCIO
New York
$925K +$9.51K +144 +1%
ADL
649
Asset Dedication LLC
California
$918K +$238K +3,612 +33%
TC
650
Trilogy Capital
California
$905K +$60.5K +916 +7%