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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
Endurance Wealth Management
Rhode Island
$138K
DMBA
477
Deseret Mutual Benefit Administrators
Utah
$135K +$143K +2,704 New
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$133K +$2.74K +52 +2%
Bessemer Group
479
Bessemer Group
New Jersey
$132K -$1.58K -30 -1%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$127K
ONST
481
Old North State Trust
North Carolina
$120K
DFCM
482
Dark Forest Capital Management
Puerto Rico
$120K +$127K +2,412 New
WT
483
Whittier Trust
California
$115K -$4.85K -92 -4%
BAM
484
Belpointe Asset Management
Nevada
$110K -$88.4K -1,676 -43%
FCB
485
First Command Bank
Texas
$105K
FCFS
486
First Command Financial Services
Texas
$105K
OSNBOA
487
Old Second National Bank of Aurora
Illinois
$105K
CT
488
Caldwell Trust
Florida
$98.7K +$31.6K +600 +43%
BFEC
489
Benjamin F. Edwards & Company
Missouri
$87K -$10.2K -194 -10%
TFA
490
Toth Financial Advisory
Virginia
$86K +$16.6K +314 +22%
FCM
491
Firestone Capital Management
Florida
$85K
SCA
492
Stonebridge Capital Advisors
Minnesota
$85K +$32.6K +618 +57%
LS
493
Leelyn Smith
Illinois
$83K
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$83K +$13K +246 +17%
DAM
495
Delta Asset Management
Tennessee
$83K +$21.1K +400 +32%
GWM
496
Geneos Wealth Management
Colorado
$81K -$44.3K -840 -34%
ATC
497
Adirondack Trust Company
New York
$80K
FHA
498
First Horizon Advisors
Tennessee
$80K +$527 +10 +0.6%
MA
499
Montag & Associates
Georgia
$79K
SCM
500
Silvant Capital Management
Georgia
$79K