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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Belpointe Asset Management
Nevada
$269K +$26.6K +57 +11%
TIAA Trust, National Association
552
TIAA Trust, National Association
North Carolina
$266K -$25.2K -54 -8%
PA
553
Profund Advisors
Maryland
$265K +$31.7K +68 +13%
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$264K -$100K -215 -27%
WC
555
Weil Company
California
$263K +$7.93K +17 +3%
GSC
556
Grey Street Capital
Illinois
$262K +$269K +576 New
FAIM
557
Financial Advocates Investment Management
Washington
$262K +$466 +1 +0.2%
ANTB
558
AMG National Trust Bank
Colorado
$261K – – –
MIM
559
Martin Investment Management
Florida
$261K – – –
LJHT
560
Laurie J. Hall Trustee
$261K – – –
OWA
561
Outlook Wealth Advisors
Texas
$260K +$57.8K +124 +28%
HIA
562
Harbor Investment Advisory
Maryland
$257K – – –
PTC
563
Petrus Trust Company
Texas
$255K – – –
IF
564
Intrua Financial
Texas
$253K +$22.4K +48 +9%
PI
565
PFG Investments
New York
$253K +$260K +557 New
GI
566
GAMCO Investors
Connecticut
$252K – – –
SWS
567
SYSTM Wealth Solutions
Illinois
$252K +$258K +554 New
HI
568
Horizon Investments
North Carolina
$248K -$12.1K -26 -5%
PWP
569
Phillips Wealth Planners
Mississippi
$245K +$38.7K +83 +17%
PL
570
Perpetual Ltd
Australia
$242K -$3.26K -7 -1%
D
571
Diversified
Delaware
$241K +$26.1K +56 +12%
NIM
572
NEOS Investment Management
Connecticut
$241K -$3.73K -8 -1%
TAM
573
Tocqueville Asset Management
New York
$239K -$11.7K -25 -5%
GT
574
Glenview Trust
Kentucky
$236K – – –
SP
575
Symmetry Partners
Connecticut
$233K – – –