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Name Holding Trade Value Shares
Change
Change in
Stake
GC
751
Gilbert & Cook
Iowa
$698K +$28.5K +558 +5%
RIA
752
Regal Investment Advisors
Michigan
$697K -$30.7K -600 -5%
PG
753
Patten Group
Tennessee
$694K -$21.7K -424 -3%
CCM
754
Coldstream Capital Management
Washington
$688K +$25K +490 +4%
MG
755
Mather Group
Illinois
$688K -$40.2K -786 -6%
CBOR
756
Community Bank of Raymore
Missouri
$678K -$5.88K -115 -0.9%
BMA
757
Brooks Moore & Associates
Tennessee
$669K -$15.3K -300 -2%
SWM
758
Spire Wealth Management
Virginia
$669K -$1.84K -36 -0.3%
PAM
759
Paradigm Asset Management
New York
$669K -$30.7K -600 -5%
FDS
760
First Dallas Securities
Texas
$668K +$622K +12,177 New
MAA
761
Mraz Amerine & Associates
California
$664K -$10K -196 -2%
PH
762
Pinnacle Holdings
Oklahoma
$664K +$4.34K +85 +0.7%
WI
763
Wahed Invest
New York
$663K +$48.2K +944 +8%
DI
764
DFPG Investments
Utah
$662K +$11K +215 +2%
FNBTCON
765
First National Bank & Trust Co of Newtown
Pennsylvania
$661K -$12.7K -248 -2%
BLC
766
Brown, Lisle/Cummings
Rhode Island
$658K +$91.4K +1,789 +18%
CFG
767
Citizens Financial Group
Rhode Island
$655K +$8.84K +173 +1%
OWP
768
Obermeyer Wealth Partners
Colorado
$652K -$18.7K -366 -3%
AAIS
769
ABN AMRO Investment Solutions
$647K -$34.5K -675 -5%
DCM
770
Dudley Capital Management
Virginia
$643K +$920 +18 +0.2%
BAM
771
Belpointe Asset Management
Nevada
$642K +$84.5K +1,653 +16%
BW
772
Bison Wealth
Georgia
$639K -$29.7K -581 -5%
SAM
773
Silvercrest Asset Management
New York
$628K -$142K -2,777 -20%
LFAS
774
Level Four Advisory Services
Texas
$626K +$20.1K +393 +4%
LNWWM
775
Laird Norton Wetherby Wealth Management
California
$622K -$7.66K -150 -1%