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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
$418K -$118K -730 -20%
IFWM
877
Institute for Wealth Management
Colorado
$412K -$84.2K -522 -16%
NL
878
NVWM LLC
Pennsylvania
$411K +$12.3K +76 +3%
ECM
879
ExodusPoint Capital Management
New York
$408K +$451K +2,800 New
TH
880
TCTC Holdings
Texas
$405K – – –
AOWM
881
Alpha Omega Wealth Management
Virginia
$405K +$221K +1,372 +124%
HA
882
Hamel Associates
New Jersey
$404K +$52.4K +325 +13%
PI
883
Pettee Investors
Connecticut
$403K – – –
CHAM
884
Clear Harbor Asset Management
Connecticut
$399K -$129K -798 -23%
WWM
885
WT Wealth Management
Arizona
$398K +$441K +2,736 New
PAM
886
PVG Asset Management
Colorado
$390K +$431K +2,676 New
QPWM
887
Quadrant Private Wealth Management
Pennsylvania
$388K -$5.8K -36 -1%
NF
888
Nikulski Financial
Iowa
$387K -$16K -99 -4%
FWCM
889
Ferguson Wellman Capital Management
Oregon
$386K -$835K -5,180 -66%
LBA
890
Letko, Brosseau & Associates
Quebec, Canada
$386K +$3.87K +24 +0.9%
IB
891
Intrust Bank
Kansas
$385K -$27.6K -171 -6%
FHB
892
First Hawaiian Bank
Hawaii
$384K -$446K -2,766 -51%
DPIM
893
Duff & Phelps Investment Management
Illinois
$383K – – –
PSP
894
Principal Street Partners
Tennessee
$381K +$92.2K +572 +28%
WI
895
Wedgewood Investors
Pennsylvania
$375K – – –
LOAME
896
Lombard Odier Asset Management (Europe)
United Kingdom
$372K – – –
PFSC
897
Peoples Financial Services Corp
Pennsylvania
$372K – – –
MYLI
898
Meiji Yasuda Life Insurance
Japan
$369K -$187K -1,157 -31%
KA
899
Kintegral Advisory
New York
$369K – – –
GCP
900
GSA Capital Partners
United Kingdom
$369K +$191K +1,186 +88%
34 35
36
37 38