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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1351
Paragon Private Wealth Management
Kentucky
$1.46M +$103K +461 +7%
GAM
1352
Groupama Asset Management
France
$1.46M -$1.48M -6,641 -50%
MCM
1353
Manchester Capital Management
Vermont
$1.46M +$223 +1 +0%
LSA
1354
Lion Street Advisors
Texas
$1.46M +$200K +900 +16%
KA
1355
KLCM Advisors
Wisconsin
$1.46M +$191K +859 +15%
CNBTD
1356
Citizens National Bank Trust Department
Mississippi
$1.45M – – –
CFP
1357
Cascade Financial Partners
California
$1.44M -$193K -866 -12%
CCMG
1358
Clark Capital Management Group
Pennsylvania
$1.44M +$180K +808 +14%
SIC
1359
Salem Investment Counselors
North Carolina
$1.44M – – –
BFO
1360
Biltmore Family Office
North Carolina
$1.44M +$74.2K +333 +5%
TW
1361
TrinityPoint Wealth
Connecticut
$1.44M +$6.9K +31 +0.5%
WDC
1362
Woodward Diversified Capital
California
$1.44M -$200K -899 -12%
IIM
1363
Ironwood Investment Management
Massachusetts
$1.43M – – –
BAM
1364
Belpointe Asset Management
Nevada
$1.43M +$13.1K +59 +0.8%
GM
1365
GeoWealth Management
Illinois
$1.43M +$121K +543 +9%
MA
1366
MJP Associates
Connecticut
$1.42M -$110K -493 -7%
SMA
1367
Sage Mountain Advisors
Georgia
$1.42M +$3.79K +17 +0.3%
BC
1368
Broadwater Capital
Massachusetts
$1.42M – – –
TWM
1369
Tradition Wealth Management
Minnesota
$1.42M -$119K -533 -8%
WF
1370
WoodTrust Financial
Wisconsin
$1.41M +$114K +510 +9%
GCA
1371
Genesee Capital Advisors
New York
$1.41M -$68.8K -309 -5%
AUB
1372
Atlantic Union Bankshares
Virginia
$1.41M -$231K -1,035 -14%
TWM
1373
Thrive Wealth Management
Pennsylvania
$1.41M -$106K -475 -7%
DAC
1374
Dividend Assets Capital
South Carolina
$1.4M +$223 +1 +0%
JCFM
1375
JBR Co Financial Management
Oklahoma
$1.4M +$8.91K +40 +0.6%
53 54
55
56 57