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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1001
Kathmere Capital Management
Pennsylvania
$637K +$52.7K +200 +10%
ISWM
1002
Intesa Sanpaolo Wealth Management
$634K +$29K +110 +5%
SB
1003
Simmons Bank
Arkansas
$625K -$11.1K -42 -2%
NG
1004
Norden Group
Utah
$625K -$172K -652 -23%
DTC
1005
Davidson Trust Company
Washington
$622K -$527 -2 -0.1%
CIC
1006
Crawford Investment Counsel
Georgia
$621K +$8.43K +32 +1%
JFG
1007
Jefferies Financial Group
New York
$620K -$3.08M -11,680 -84%
RBFC
1008
Roman Butler Fullerton & Co
Missouri
$618K -$23.7K -90 -4%
GSIS
1009
Global Strategic Investment Solutions
Arizona
$617K -$19.2K -73 -3%
DCM
1010
Davis Capital Management
Florida
$616K +$4.48K +17 +0.8%
LJHT
1011
Laurie J. Hall Trustee
$612K – – –
SW
1012
SVB Wealth
Massachusetts
$610K -$36.1K -137 -6%
GXJ
1013
Global X Japan
Japan
$607K +$8.16K +31 +1%
VBFP
1014
Valtinson Bruner Financial Planning
Minnesota
$603K +$28.2K +107 +5%
WPW
1015
Winthrop Partners - WNY
New York
$599K – – –
BAM
1016
Belpointe Asset Management
Nevada
$598K +$35K +133 +7%
TCBWMS
1017
Texas Capital Bank Wealth Management Services
Texas
$598K -$14K -53 -2%
AF
1018
Arrow Financial
New York
$597K – – –
RWP
1019
RWA Wealth Partners
Massachusetts
$595K -$3.69K -14 -0.7%
HKIMG
1020
Hutchens & Kramer Investment Management Group
Indiana
$593K +$192K +729 +52%
CIA
1021
Capital Investment Advisors
Georgia
$590K -$21.9K -83 -4%
TWIM
1022
TIAA Wealth Investment Management
New York
$588K +$14K +53 +3%
ACP
1023
Aviance Capital Partners
Florida
$586K – – –
HWM
1024
HighMark Wealth Management
Minnesota
$585K +$1.58K +6 +0.3%
FCBT
1025
First Citizens Bank & Trust
North Carolina
$583K -$58.5K -222 -10%