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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
801
Beacon Pointe Advisors
California
$321K +$308K +3,147 New
BAM
802
Belpointe Asset Management
Nevada
$320K -$98 -1 -0%
CIAS
803
Capital Investment Advisory Services
North Carolina
$319K
1W
804
1776 Wealth
Georgia
$318K -$92.9K -950 -23%
DBIA
805
Dumont & Blake Investment Advisors
New Jersey
$318K -$12.2K -125 -4%
IIC
806
Ironwood Investment Counsel
Arizona
$318K +$20.8K +213 +7%
HBT
807
Hills Bank & Trust
Iowa
$316K -$53.8K -550 -15%
ESB
808
Essex Savings Bank
Connecticut
$316K +$12.5K +128 +4%
CCM
809
CWH Capital Management
Washington
$316K +$303K +3,100 New
RCAG
810
Rehmann Capital Advisory Group
Michigan
$315K +$2.54K +26 +0.8%
LW
811
Linscomb Wealth
Texas
$315K +$33.9K +347 +13%
BIA
812
Bigelow Investment Advisors
Maine
$314K -$7.92K -81 -3%
NAM
813
NorthCoast Asset Management
Connecticut
$313K +$684 +7 +0.2%
Rafferty Asset Management
814
Rafferty Asset Management
New York
$312K -$148K -1,510 -33%
GIA
815
Guyasuta Investment Advisors
Pennsylvania
$311K
Fayez Sarofim & Co
816
Fayez Sarofim & Co
Texas
$310K -$24.8K -254 -8%
WIM
817
Wilen Investment Management
Florida
$308K -$19.6K -200 -7%
CAM
818
Cozad Asset Management
Illinois
$304K -$19.7K -202 -6%
IA
819
IndexIQ Advisors
New York
$304K +$172K +1,760 +144%
GDP
820
Great Diamond Partners
Maine
$303K +$291K +2,972 New
IWC
821
Integrated Wealth Concepts
Massachusetts
$300K +$8.31K +85 +3%
ACM
822
AUA Capital Management
Pennsylvania
$299K +$66.1K +676 +30%
ZIM
823
Zacks Investment Management
Illinois
$298K
HIM
824
Hotaling Investment Management
Pennsylvania
$297K -$31.9K -326 -10%
BHWM
825
Bar Harbor Wealth Management
New Hampshire
$297K