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Name Holding Trade Value Shares
Change
Change in
Stake
Belpointe Asset Management
776
Belpointe Asset Management
Nevada
$311K +$124K +251 +65%
Cresset Asset Management
777
Cresset Asset Management
Illinois
$311K +$316K +639 New
Hancock Whitney
778
Hancock Whitney
Mississippi
$310K +$23.2K +47 +8%
CMBA
779
C.M. Bidwell & Associates
Hawaii
$309K +$2.47K +5 +0.8%
TC
780
Trilogy Capital
California
$307K +$312K +632 New
FBT
781
First Bank & Trust
South Dakota
$306K – – –
BBI
782
Baxter Bros Inc
Connecticut
$302K – – –
EI
783
Ellevest Inc
New York
$302K +$5.44K +11 +2%
Empowered Funds
784
Empowered Funds
Pennsylvania
$302K +$109K +220 +55%
Fort Washington Investment Advisors
785
Fort Washington Investment Advisors
Ohio
$302K +$38.6K +78 +14%
Geneos Wealth Management
786
Geneos Wealth Management
Colorado
$302K – – –
MAG
787
MRA Advisory Group
New Jersey
$299K +$304K +615 New
CWM
788
Compass Wealth Management
Connecticut
$298K -$29.7K -60 -9%
Buckingham Strategic Wealth
789
Buckingham Strategic Wealth
Missouri
$296K – – –
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$295K +$85K +172 +40%
Global Retirement Partners
791
Global Retirement Partners
California
$294K -$8.9K -18 -3%
BFS
792
Bard Financial Services
Connecticut
$291K – – –
LIA
793
LBMC Investment Advisors
Tennessee
$291K – – –
SCM
794
Schnieders Capital Management
California
$291K – – –
CM
795
Columbus Macro
Pennsylvania
$291K -$4.94K -10 -2%
DCM
796
DGS Capital Management
New Jersey
$289K -$13.8K -28 -4%
Blue Trust Inc
797
Blue Trust Inc
Georgia
$287K +$98.9K +200 +55%
BBA
798
BLB&B Advisors
Pennsylvania
$283K +$1.48K +3 +0.5%
WhitTier Trust Company
799
WhitTier Trust Company
Nevada
$283K -$10.4K -21 -3%
DWM
800
Drive Wealth Management
Utah
$282K +$18.8K +38 +7%