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Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
726
Sanibel Captiva Trust Company
Florida
$589K -$586K -8,963 -49%
TPWA
727
TRUE Private Wealth Advisors
Oregon
$589K -$20.6K -315 -3%
BAM
728
Belpointe Asset Management
Nevada
$588K +$373K +5,709 +154%
OWA
729
Outlook Wealth Advisors
Texas
$588K -$13.5K -207 -2%
GIA
730
Gladstone Institutional Advisory
Florida
$586K -$20.1K -308 -3%
IA
731
IFP Advisors
Florida
$582K -$125K -1,919 -17%
FTWA
732
Fifth Third Wealth Advisors
Ohio
$582K +$9.09K +139 +2%
AW
733
Alteri Wealth
California
$580K -$2.03K -31 -0.3%
NL
734
NWAM LLC
Washington
$577K -$21.3K -326 -3%
CTC
735
Central Trust Company
Missouri
$577K +$211K +3,234 +54%
BEI
736
Benjamin Edwards Inc
Missouri
$574K -$54.5K -834 -8%
PP
737
Patron Partners
Texas
$573K +$981 +15 +0.2%
AI
738
Atom Investors
Texas
$573K +$599K +9,167 New
FTC
739
Farmers Trust Company
Ohio
$572K
GT
740
Glenview Trust
Kentucky
$571K +$265K +4,050 +80%
QC
741
Quent Capital
New York
$568K +$4.25K +65 +0.7%
QLSGSCF
742
Quent Long Short Global Small Cap Fund
New York
$568K +$594K +9,085 New
PS
743
Principal Securities
Iowa
$566K +$40.2K +614 +7%
WDG
744
Wealth Dimensions Group
Ohio
$562K +$42.7K +653 +8%
FFM
745
Forum Financial Management
Illinois
$562K +$2.03K +31 +0.3%
1M
746
1248 Management
Missouri
$561K
ZI
747
ZEGA Investments
Florida
$559K +$3.01K +46 +0.5%
PDL
748
Portfolio Design Labs
California
$559K -$504K -7,709 -46%
CPA
749
Capital Performance Advisors
California
$556K +$582K +8,902 New
PI
750
Pettee Investors
Connecticut
$552K -$2.1M -32,105 -78%