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Name Holding Trade Value Shares
Change
Change in
Stake
ADIM
701
Alpha DNA Investment Management
Maryland
$640K +$602K +5,330 New
CBFP
702
Cedar Brook Financial Partners
Ohio
$636K -$8.36K -74 -1%
FBT
703
First Bank & Trust
South Dakota
$636K +$79.1K +700 +15%
CAGAS
704
Capital Advisory Group Advisory Services
Minnesota
$636K +$597K +5,283 +37,736%
FPF
705
First Pacific Financial
Washington
$635K +$597K +5,287 New
CA
706
Cetera Advisors
Colorado
$629K -$24K -212 -4%
MPIA
707
Mountain Pacific Investment Advisers
Idaho
$626K -$22.6K -200 -4%
GWM
708
Geneos Wealth Management
Colorado
$625K -$6.78K -60 -1%
AWM
709
Altium Wealth Management
New York
$623K +$9.15K +81 +2%
FC
710
FORA Capital
Florida
$623K +$586K +5,187 New
IWA
711
IVC Wealth Advisors
Pennsylvania
$621K +$584K +5,172 New
MBT
712
Montecito Bank & Trust
California
$620K -$19.2K -170 -3%
SDWMA
713
Schneider Downs Wealth Management Advisors
Pennsylvania
$616K +$10.2K +90 +2%
RA
714
RFG Advisory
Alabama
$615K -$157K -1,391 -22%
DIM
715
DC Investments Management
Virginia
$607K
BFA
716
Beacon Financial Advisory
Ohio
$606K +$84K +743 +17%
WA
717
Wealth Alliance
New York
$603K +$24.1K +213 +4%
VCA
718
Verdence Capital Advisors
Maryland
$601K -$227K -2,005 -29%
CH
719
Canton Hathaway
Rhode Island
$601K
JAM
720
Jupiter Asset Management
United Kingdom
$600K -$359K -3,181 -39%
CCM
721
CWH Capital Management
Washington
$599K +$213K +1,888 +61%
CFG
722
Cooper Financial Group
California
$596K +$24.5K +217 +5%
EFS
723
Essex Financial Services
Connecticut
$596K +$344K +3,042 +159%
LIM
724
Leavell Investment Management
Alabama
$593K
IIC
725
Ironwood Investment Counsel
Arizona
$590K +$204K +1,802 +58%