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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Avitas Wealth Management
California
$494K -$7.06K -41 -2%
IAN
827
Integrated Advisors Network
Texas
$492K +$26K +151 +6%
BAM
828
Belpointe Asset Management
Nevada
$492K -$90.9K -528 -17%
ADMI
829
Albert D. Mason Inc
Massachusetts
$490K – – –
ECM
830
Everence Capital Management
Indiana
$489K – – –
SC
831
Sonen Capital
California
$488K -$131K -764 -23%
AF
832
Aldebaran Financial
$487K -$47.3K -275 -10%
AAM
833
Advisors Asset Management
Colorado
$482K +$131K +763 +42%
Fayez Sarofim & Co
834
Fayez Sarofim & Co
Texas
$481K +$143K +829 +47%
CCM
835
Coldstream Capital Management
Washington
$478K -$5.16K -30 -1%
FIB
836
First Interstate Bank
Montana
$478K -$36.1K -210 -8%
RWM
837
Rench Wealth Management
Texas
$474K +$1.38K +8 +0.3%
WBC
838
Westpac Banking Corp
Australia
$472K -$3.47M -20,148 -89%
CB
839
Cadence Bank
Mississippi
$470K -$34.3K -199 -7%
CRC
840
Curi RMB Capital
Illinois
$470K +$11.2K +65 +3%
LWP
841
Laurel Wealth Planning
Minnesota
$469K – – –
KWM
842
Kingsview Wealth Management
Oregon
$467K -$97.1K -564 -18%
WTC
843
WhitTier Trust Company
Nevada
$467K – – –
MLL
844
Moody Lynn & Lieberson
Massachusetts
$466K -$516 -3 -0.1%
CC
845
Copperleaf Capital
North Carolina
$464K -$37.3K -217 -8%
LNC
846
Lincoln National Corp
Pennsylvania
$463K +$25.3K +147 +6%
SB
847
Simmons Bank
Arkansas
$459K -$109K -634 -20%
AL
848
ADE LLC
Maryland
$458K – – –
RMCM
849
Reynders McVeigh Capital Management
Massachusetts
$457K -$39.1K -227 -8%
ESB
850
Essex Savings Bank
Connecticut
$456K – – –