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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
826
MAI Capital Management
Ohio
$502K +$182K +968 +52%
BAM
827
Belpointe Asset Management
Nevada
$501K +$372K +1,981 +231%
AAS
828
Avantax Advisory Services
Texas
$499K -$19.2K -102 -3%
CFGS
829
Concourse Financial Group Securities
Alabama
$497K -$20.9K -111 -4%
HA
830
Harfst & Associates
Wyoming
$497K +$82.3K +438 +18%
LWP
831
Laurel Wealth Planning
Minnesota
$496K +$52.6K +280 +11%
BPCE
832
Bank Pictet & Cie (Europe)
Germany
$491K -$8.08K -43 -2%
ADMI
833
Albert D. Mason Inc
Massachusetts
$491K -$1.69K -9 -0.3%
CF
834
Copperwynd Financial
Arizona
$490K +$41.3K +220 +9%
RIS
835
Retirement Income Solutions
Michigan
$487K – – –
CC
836
Commons Capital
Massachusetts
$486K +$20.3K +108 +4%
BG
837
Bollard Group
Massachusetts
$485K +$1.31K +7 +0.3%
CRC
838
Curi RMB Capital
Illinois
$484K -$259K -1,379 -33%
HFG
839
Heron Financial Group
New York
$484K – – –
FSA
840
Franklin Street Advisors
North Carolina
$483K -$15.1M -80,628 -97%
HWM
841
HB Wealth Management
Georgia
$482K +$54.5K +290 +12%
WGAM
842
Wilkinson Global Asset Management
New York
$481K -$19.5M -103,659 -97%
KPWS
843
Kestra Private Wealth Services
Texas
$481K -$85.5K -455 -14%
AG
844
Ascent Group
Virginia
$479K +$18.8K +100 +4%
ACM
845
Alta Capital Management
Utah
$478K -$26.3K -140 -5%
CC
846
Courier Capital
New York
$476K – – –
S
847
Seeyond
France
$476K +$216K +1,148 +74%
AJ
848
Ashburton (Jersey)
Jersey
$474K -$62K -330 -11%
JIC
849
Johnson Investment Counsel
Ohio
$474K -$6.2K -33 -1%
ESB
850
Essex Savings Bank
Connecticut
$473K -$28.2K -150 -5%