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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1726
McGlone Suttner Wealth Management
Wisconsin
$670K +$87.7K +2,158 +19%
AWM
1727
Aberdeen Wealth Management
Illinois
$667K -$16.2K -400 -3%
GAA
1728
Guardian Asset Advisors
Pennsylvania
$666K +$539K +13,259 New
OWM
1729
Opes Wealth Management
California
$666K -$15.4K -379 -3%
PBK
1730
Peoples Bank (Kansas)
Kansas
$665K -$73K -1,797 -12%
WAM
1731
WNY Asset Management
New York
$665K +$21K +518 +4%
SWS
1732
SYSTM Wealth Solutions
Illinois
$665K -$253K -6,232 -32%
HC
1733
Hourglass Capital
Texas
$664K
CAI
1734
Capital Advisors Inc
Oklahoma
$658K +$289K +7,107 +119%
TIM
1735
Thompson Investment Management
Wisconsin
$657K -$24.3K -597 -4%
LPT
1736
Legacy Private Trust
Wisconsin
$657K
PFSC
1737
Peoples Financial Services Corp
Pennsylvania
$657K
BAM
1738
Belpointe Asset Management
Nevada
$656K +$34.7K +853 +7%
PP
1739
Pegasus Partners
Wisconsin
$656K +$81.2K +2,000 +18%
TFA
1740
Trinity Financial Advisors
Ohio
$655K -$103K -2,538 -16%
CA
1741
Continuum Advisory
Idaho
$653K -$42.3K -1,041 -7%
LWM
1742
Lakeridge Wealth Management
Ohio
$652K +$527K +12,978 New
SDH
1743
Sloy Dahl & Holst
Washington
$650K -$11.5K -283 -2%
SPA
1744
Sherbrooke Park Advisers
New York
$650K -$103K -2,545 -16%
AF
1745
Arrow Financial
New York
$650K -$65.5K -1,612 -11%
MBT
1746
Montecito Bank & Trust
California
$650K -$2.92K -72 -0.6%
RS
1747
Rakuten Securities
Japan
$650K +$525K +12,932 New
POIA
1748
Pin Oak Investment Advisors
Texas
$649K
NCFG
1749
New Century Financial Group
New Jersey
$647K +$523K +12,885 New
CAIMH
1750
Central Asset Investments & Management Holdings
Hong Kong
$647K +$280K +6,900 +115%