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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
826
Birchcreek Wealth Management
Ohio
$397K +$16K +273 +4%
AIP
827
Ameritas Investment Partners
Nebraska
$397K -$14.1K -241 -4%
CA
828
CGN Advisors
Kansas
$392K
LFG
829
Larson Financial Group
Missouri
$391K +$157K +2,680 +72%
ECM
830
Evergreen Capital Management
Washington
$390K +$2.05K +35 +0.6%
SMC
831
Smith, Moore & Co
Missouri
$388K
Fiera Capital (Canada)
832
Fiera Capital (Canada)
Quebec, Canada
$388K -$147K -2,500 -28%
PBO
833
Peoples Bank (Ohio)
Ohio
$387K -$19K -324 -5%
HI
834
Harbour Investments
Wisconsin
$384K +$1.41K +24 +0.4%
IBOK
835
Independence Bank of Kentucky
Kentucky
$383K
FPCG
836
Forum Private Client Group
Indiana
$381K +$293 +5 +0.1%
BAM
837
Belpointe Asset Management
Nevada
$381K -$2.17K -37 -0.5%
DT
838
Diversified Trust
Tennessee
$379K +$2.64K +45 +0.7%
DMBA
839
Deseret Mutual Benefit Administrators
Utah
$378K -$2.29K -39 -0.6%
GI
840
Gradient Investments
Minnesota
$378K
CHAM
841
Clear Harbor Asset Management
Connecticut
$375K
MPWT
842
MassMutual Private Wealth & Trust
Connecticut
$374K -$67.1K -1,143 -16%
JF
843
Jump Financial
Illinois
$374K -$1.14M -19,408 -76%
AIM
844
Anchor Investment Management
South Carolina
$374K
BMCM
845
Burns Matteson Capital Management
New York
$372K +$357K +6,089 New
CAI
846
Capital Advisors Inc
Oklahoma
$372K
GFP
847
Gryphon Financial Partners
Ohio
$371K -$15.7K -268 -4%
GRP
848
Global Retirement Partners
California
$369K -$58.7K -1,000 -14%
APWM
849
Argonautica Private Wealth Management
Massachusetts
$367K -$4.93K -84 -1%
AIM
850
Advyzon Investment Management
Illinois
$367K +$352K +5,994 New