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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1101
Northwest Wealth Management
Iowa
$582K – – –
SYBT
1102
Stock Yards Bank & Trust
Kentucky
$581K -$18.2K -50 -3%
GWM
1103
Geneos Wealth Management
Colorado
$579K +$21.1K +58 +3%
HA
1104
Hamel Associates
New Jersey
$579K -$7.63K -21 -1%
RCA
1105
Resonant Capital Advisors
Wisconsin
$575K +$179K +493 +37%
AWE
1106
Avidian Wealth Enterprises
Texas
$574K +$38.2K +105 +6%
MIM
1107
Montgomery Investment Management
Maryland
$573K – – –
OAM
1108
Ostrum Asset Management
France
$570K +$149K +411 +29%
SFG
1109
Shum Financial Group
California
$567K -$90.5K -249 -12%
SG
1110
StoneX Group
New York
$567K +$73.4K +202 +15%
BTI
1111
Blue Trust Inc
Georgia
$567K -$155K -426 -19%
JCM
1112
J2 Capital Management
Michigan
$566K -$12.4K -34 -2%
JWM
1113
JGP Wealth Management
Oregon
$566K – – –
RA
1114
RFG Advisory
Alabama
$565K +$128K +352 +24%
LAM
1115
LECAP Asset Management
United Kingdom
$562K -$1.02M -2,801 -61%
PPC
1116
Park Place Capital
Alabama
$560K +$516K +1,419 +385%
KFC
1117
Klingenstein Fields & Co
New York
$555K +$2.91K +8 +0.5%
DC
1118
Diametric Capital
Massachusetts
$554K +$643K +1,769 New
VSQM
1119
V-Square Quantitative Management
Illinois
$553K +$100K +276 +19%
HPC
1120
HM Payson & Co
Maine
$552K +$63.9K +176 +11%
BAM
1121
Berkshire Asset Management
Pennsylvania
$552K +$727 +2 +0.1%
PMWMG
1122
Parr McKnight Wealth Management Group
Minnesota
$551K – – –
TIA
1123
Tiemann Investment Advisors
California
$550K -$54.5K -150 -8%
PTC
1124
Private Trust Company
Ohio
$548K -$7.27K -20 -1%
RCG
1125
Regatta Capital Group
California
$546K -$36.3K -100 -5%