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Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
1726
Summit Wealth & Retirement Planning
California
$728K -$492 -10 -0.1%
TMAM
1727
Tokio Marine Asset Management
Japan
$727K +$91.7K +1,865 +15%
MC
1728
Matisse Capital
Oregon
$726K -$169K -3,433 -20%
WCM
1729
Whitener Capital Management
North Carolina
$725K -$9.83K -200 -1%
DA
1730
Doliver Advisors
Texas
$724K +$30.3K +617 +5%
VAG
1731
VisionPoint Advisory Group
Texas
$720K +$41.4K +841 +6%
BBP
1732
Banco BTG Pactual
Brazil
$718K +$1.43K +29 +0.2%
SCA
1733
Sippican Capital Advisors
Massachusetts
$718K +$35.6K +725 +5%
CC
1734
Cypress Capital
Tennessee
$718K +$51.4K +1,045 +8%
HIM
1735
Hillsdale Investment Management
Ontario, Canada
$713K +$59K +1,200 +10%
AFP
1736
Ausdal Financial Partners
Iowa
$712K -$152K -3,092 -18%
WIA
1737
Westbourne Investment Advisors
Maryland
$711K -$14.8K -300 -2%
CPSAC
1738
Chas P. Smith & Associates (CPS)
Florida
$711K +$31.2K +635 +5%
JCM
1739
Janney Capital Management
Pennsylvania
$708K +$171K +3,471 +34%
SHA
1740
Seneca House Advisors
Virginia
$705K +$29.6K +603 +5%
OAM
1741
Occidental Asset Management
California
$702K – – –
LG
1742
Leuthold Group
Minnesota
$699K +$667K +13,573 New
CCT
1743
Capital City Trust
Florida
$698K – – –
BCA
1744
Bay Colony Advisors
Massachusetts
$696K +$85.6K +1,741 +15%
BAM
1745
Belpointe Asset Management
Nevada
$692K -$542K -11,031 -45%
AAM
1746
Autus Asset Management
Arizona
$690K -$57.5K -1,169 -8%
FBFS
1747
First Business Financial Services
Wisconsin
$687K -$35.1K -714 -5%
KCPG
1748
Kavar Capital Partners Group
Kansas
$686K – – –
WMA
1749
Wealth Management Associates
New Jersey
$682K +$98.4K +2,001 +18%
PAM
1750
Premier Asset Management
Illinois
$681K +$1.67K +34 +0.3%