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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
676
DGS Capital Management
New Jersey
$403K +$56K +1,526 +14%
MMPW
677
Mitchell McLeod Pugh & Williams
Alabama
$400K +$404 +11 +0.1%
MSAM
678
Moloney Securities Asset Management
Missouri
$399K +$53.6K +1,461 +14%
VCP
679
Verus Capital Partners
Arizona
$398K -$4.48K -122 -1%
KCM
680
Kanawha Capital Management
Virginia
$397K +$37 +1 +0%
RCM
681
RB Capital Management
Nevada
$397K +$1.54K +42 +0.3%
CIAS
682
Capital Investment Advisory Services
North Carolina
$394K -$2.28K -62 -0.5%
CCM
683
Chilton Capital Management
Texas
$393K
DOA
684
D'Orazio & Associates
Virginia
$390K +$186K +5,057 +74%
BAM
685
Belpointe Asset Management
Nevada
$389K +$90.9K +2,476 +26%
MCM
686
MAI Capital Management
Ohio
$387K +$5.73K +156 +1%
OFS
687
OneAscent Financial Services
Alabama
$387K +$430K +11,718 New
OC
688
Oppenheimer & Co
New York
$382K -$70.8K -1,929 -14%
HT
689
Heritage Trust
Oklahoma
$381K -$9.51K -259 -2%
CSA
690
Cottage Street Advisors
Massachusetts
$380K +$147 +4 +0%
LOAMS
691
Lombard Odier Asset Management (Switzerland)
Switzerland
$378K -$28.4K -773 -6%
APP
692
Alpha Paradigm Partners
Illinois
$377K +$422K +11,504 New
IA
693
IFP Advisors
Florida
$375K
JWCA
694
J.W. Cole Advisors
Florida
$373K +$4.99K +136 +1%
TAM
695
Trust Asset Management
Texas
$372K -$45.6K -1,243 -10%
AAM
696
Auxier Asset Management
Oregon
$371K
VAS
697
Vestmark Advisory Solutions
Massachusetts
$371K +$11.7K +320 +3%
BBHC
698
Brown Brothers Harriman & Co
New York
$371K +$21.6K +589 +5%
WI
699
Wahed Invest
New York
$369K -$54.2K -1,477 -12%
CP
700
Capital Planning
Washington
$369K