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Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
376
Princeton Portfolio Strategies Group
New Jersey
$630K
NAM
377
NTV Asset Management
West Virginia
$629K -$55.4K -1,080 -8%
MIP
378
Marietta Investment Partners
Wisconsin
$626K
LFAS
379
Level Four Advisory Services
Texas
$626K +$20.8K +405 +3%
ACWM
380
Adams Chetwood Wealth Management
North Carolina
$615K
Barclays
381
Barclays
United Kingdom
$613K -$705K -13,742 -53%
PFPT
382
Pinnacle Financial Partners (Tennessee)
Tennessee
$612K -$20.8K -405 -3%
PAWC
383
P.A.W. Capital
Connecticut
$612K
FFA
384
First Foundation Advisors
California
$604K +$192K +3,736 +46%
CAM
385
Cresset Asset Management
Illinois
$601K +$331K +6,443 +125%
BRWM
386
B. Riley Wealth Management
Tennessee
$600K -$109K -2,124 -15%
HI
387
Horizon Investments
North Carolina
$597K -$1.13K -22 -0.2%
BAM
388
Belpointe Asset Management
Nevada
$597K +$2.67K +52 +0.4%
PAM
389
Premier Asset Management
Illinois
$592K -$74.1K -1,444 -11%
KLCM
390
KG&L Capital Management
Louisiana
$591K +$23.1K +450 +4%
1SB
391
1ST Source Bank
Indiana
$589K -$30.2K -588 -5%
EH
392
Equitable Holdings
New York
$588K +$40.5K +790 +7%
ZCA
393
Zeke Capital Advisors
Pennsylvania
$583K -$3.8K -74 -0.6%
KWM
394
Kingsview Wealth Management
Oregon
$578K -$59.3K -1,156 -9%
KMWM
395
Keudell/Morrison Wealth Management
Oregon
$577K -$92.1K -1,796 -14%
APA
396
American Portfolios Advisors
New York
$577K +$9.59K +187 +2%
W
397
WealthStone
Ohio
$573K +$577K +11,241 New
CS
398
Comerica Securities
Michigan
$569K -$108K -2,101 -16%
DWT
399
Dorsey & Whitney Trust
South Dakota
$567K +$22.9K +447 +4%
SLT
400
St Louis Trust
Missouri
$566K