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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1051
Ostrum Asset Management
France
$561K -$3.64K -14 -0.7%
PA
1052
Probity Advisors
Texas
$561K -$2.86K -11 -0.5%
MC
1053
Mathes Company
New York
$559K -$32.5K -125 -6%
HI
1054
Harbour Investments
Wisconsin
$559K -$9.62K -37 -2%
MA
1055
MKT Advisors
California
$559K +$1.04K +4 +0.2%
DIM
1056
Delta Investment Management
California
$557K – – –
DAM
1057
Diamant Asset Management
Connecticut
$549K – – –
MIM
1058
Montgomery Investment Management
Maryland
$549K +$33.8K +130 +7%
ACA
1059
Atlas Capital Advisors
Wyoming
$548K +$425K +1,634 +376%
BAM
1060
Belpointe Asset Management
Nevada
$545K +$318K +1,225 +147%
SC
1061
SouthState Corp
Florida
$542K +$120K +463 +29%
SB
1062
Strategic Blueprint
Georgia
$542K -$70.7K -272 -12%
PI
1063
Pettee Investors
Connecticut
$538K -$255K -980 -33%
KFGK
1064
Keystone Financial Group (Kentucky)
Kentucky
$536K -$9.62K -37 -2%
TWA
1065
TCI Wealth Advisors
Arizona
$535K +$39K +150 +8%
SB
1066
Simmons Bank
Arkansas
$534K +$3.9K +15 +0.8%
CAG
1067
Csenge Advisory Group
Florida
$531K +$99.6K +383 +24%
HFM
1068
Hartford Financial Management
Connecticut
$530K – – –
CA
1069
Cambridge Advisors
Nebraska
$527K – – –
SIS
1070
Strategic Investment Solutions
Illinois
$521K +$516K +1,984 +6,200%
HA
1071
Hamel Associates
New Jersey
$519K – – –
IA
1072
IFP Advisors
Florida
$517K +$42.9K +165 +9%
GI
1073
Gradient Investments
Minnesota
$511K -$260 -1 -0.1%
WPC
1074
Wedmont Private Capital
Pennsylvania
$510K +$48.6K +187 +10%
CT
1075
Coastline Trust
Rhode Island
$510K +$224K +862 +81%