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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1051
Clarius Group LLC
Washington
$730K -$57.6K -261 -8%
TF
1052
Tompkins Financial
New York
$730K
ADMI
1053
Albert D. Mason Inc
Massachusetts
$729K -$3.09K -14 -0.5%
V
1054
ViaWealth
Kansas
$727K
ST
1055
Sabal Trust
Florida
$724K +$664K +3,006 New
BAM
1056
Belpointe Asset Management
Nevada
$724K -$29.8K -135 -4%
MIM
1057
Morningstar Investment Management
Illinois
$723K +$13K +59 +2%
VEA
1058
Virtus ETF Advisers
New York
$720K +$660K +2,991 New
KCM
1059
KRS Capital Management
Michigan
$716K +$45.7K +207 +7%
ANBT
1060
American National Bank & Trust
Texas
$712K +$5.3K +24 +0.8%
CCG
1061
Cloverfields Capital Group
Minnesota
$711K +$652K +2,953 New
FWTB
1062
First Western Trust Bank
Colorado
$711K
EA
1063
Everpar Advisors
Oklahoma
$710K +$651K +2,948 New
AIM
1064
Aspen Investment Management
Michigan
$707K +$90.3K +409 +16%
UAML
1065
US Asset Management LLC
Pennsylvania
$705K +$646K +2,928 New
GWA
1066
Geometric Wealth Advisors
District of Columbia
$705K +$1.32K +6 +0.2%
GAM
1067
Gemmer Asset Management
California
$700K -$22.1K -100 -3%
SIM
1068
Stratos Investment Management
Ohio
$700K +$24.7K +112 +4%
MCA
1069
MSH Capital Advisors
Arizona
$698K +$151K +682 +31%
SIM
1070
SSI Investment Management
California
$695K +$337K +1,528 +100%
MCM
1071
Manchester Capital Management
Vermont
$691K +$11.9K +54 +2%
IIC
1072
Ironwood Investment Counsel
Arizona
$691K -$26.5K -120 -4%
1SB
1073
1ST Source Bank
Indiana
$690K -$16.8K -76 -3%
GD
1074
Grandfield & Dodd
New York
$687K
ZIM
1075
Zacks Investment Management
Illinois
$684K +$627K +2,842 New