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Name Holding Trade Value Shares
Change
Change in
Stake
HT
901
Heritage Trust
Oklahoma
$542K -$11.9K -72 -2%
CGL
902
Clarius Group LLC
Washington
$542K +$15.4K +93 +3%
ADMI
903
Albert D. Mason Inc
Massachusetts
$535K +$1.99K +12 +0.4%
BAM
904
Belpointe Asset Management
Nevada
$534K -$134K -810 -21%
BHWM
905
Bar Harbor Wealth Management
New Hampshire
$534K
WPC
906
Waters Parkerson & Co
Louisiana
$534K +$7.46K +45 +1%
ANTB
907
AMG National Trust Bank
Colorado
$534K +$76.4K +461 +18%
SFG
908
SevenBridge Financial Group
Pennsylvania
$534K +$512K +3,091 New
MFG
909
Menard Financial Group
Texas
$533K +$8.78K +53 +2%
RIA
910
Regal Investment Advisors
Michigan
$533K +$167K +1,009 +49%
SC
911
SouthState Corp
Florida
$531K +$99.1K +598 +24%
BDFN
912
Bond & Devick Financial Network
Minnesota
$526K
SC
913
Saiph Capital
New Jersey
$522K +$501K +3,021 New
GC
914
Gilbert & Cook
Iowa
$522K +$8.12K +49 +2%
GVAG
915
Great Valley Advisor Group
Delaware
$522K +$90.3K +545 +22%
IAN
916
Integrated Advisors Network
Texas
$520K +$22K +133 +5%
KA
917
KLCM Advisors
Wisconsin
$519K
ACM
918
Alethea Capital Management
Washington
$518K
EFS
919
Essex Financial Services
Connecticut
$517K +$3.81K +23 +0.8%
SCM
920
Shelton Capital Management
Colorado
$515K -$12.3K -74 -2%
VWA
921
V Wealth Advisors
Kansas
$514K -$8.12K -49 -2%
AF
922
Advisornet Financial
Minnesota
$513K -$2.6M -15,668 -84%
UAML
923
US Asset Management LLC
Pennsylvania
$510K -$663 -4 -0.1%
ACM
924
AUA Capital Management
Pennsylvania
$507K
PAMP
925
Polar Asset Management Partners
Ontario, Canada
$507K +$168K +1,016 +53%