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Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
2751
BAMCO Inc
New York
$658K
CA
2752
Crewe Advisors
Utah
$657K -$653K -1,793 -47%
QCM
2753
Qsemble Capital Management
New York
$656K +$727K +1,996 New
AIIMS
2754
Analyst IMS Investment Management Services
Israel
$656K -$392K -1,076 -35%
BWM
2755
BankPlus Wealth Management
Mississippi
$656K +$15.3K +42 +2%
PB
2756
Pinnacle Bancorp
Nebraska
$655K +$42.6K +117 +6%
AMPWP
2757
Alvarez & Marsal Private Wealth Partners
Florida
$655K +$282K +774 +64%
OPOWM
2758
One Plus One Wealth Management
Florida
$655K -$59.8K -164 -8%
CC
2759
Clearwave Capital
California
$653K +$4.01K +11 +0.6%
VR
2760
Vision Retirement
New Jersey
$653K -$254K -697 -26%
ISB
2761
Iowa State Bank
Iowa
$651K
PWM
2762
Palumbo Wealth Management
New York
$651K +$1.82K +5 +0.3%
CWP
2763
Core Wealth Partners
California
$650K -$28.1K -77 -4%
AFT
2764
Alpha Family Trust
California
$650K -$270K -740 -27%
BBNB
2765
Baker Boyer National Bank
Washington
$649K -$29.2K -80 -4%
CCA
2766
Clearwater Capital Advisors
Illinois
$648K -$153K -419 -18%
AIA
2767
Allied Investment Advisors
Montana
$648K +$43.4K +119 +6%
RA
2768
Rockingstone Advisors
Massachusetts
$647K
AF
2769
Aldebaran Financial
$646K
PRP
2770
Peak Retirement Planning
Ohio
$646K +$44.1K +121 +7%
BMWM
2771
Brown Miller Wealth Management
Virginia
$645K +$20.4K +56 +3%
RWRC
2772
R.W. Roge & Company
New York
$645K
GSIS
2773
Global Strategic Investment Solutions
Arizona
$644K -$183K -503 -20%
WAM
2774
WNY Asset Management
New York
$643K +$713K +1,956 New
HFS
2775
Howard Financial Services
Texas
$643K +$44.8K +123 +7%