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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
751
Wedmont Private Capital
Pennsylvania
$280K +$259K +12,942 New
BWM
752
Baron Wealth Management
Michigan
$278K +$18K +899 +7%
OC
753
Oarsman Capital
Wisconsin
$276K +$16K +798 +7%
CT
754
Columbia Trust
Oregon
$275K +$256K +12,781 New
FT
755
Fiduciary Trust
Massachusetts
$272K +$253K +12,621 New
PA
756
Procyon Advisors
Connecticut
$272K +$253K +12,617 New
AWM
757
Apollon Wealth Management
South Carolina
$269K +$250K +12,514 New
BCM
758
Brookstone Capital Management
Illinois
$266K +$247K +12,347 New
PP
759
PDS Planning
Ohio
$265K +$247K +12,331 New
SAG
760
SageView Advisory Group
California
$262K +$251K +12,552 New
CFGS
761
Concourse Financial Group Securities
Alabama
$262K +$177K +8,832 +266%
WI
762
WrapManager Inc
California
$262K +$243K +12,153 New
BAM
763
Belpointe Asset Management
Nevada
$261K -$295K -14,755 -55%
TPW
764
Transatlantique Private Wealth
New York
$256K +$238K +11,900 New
MFG
765
Merit Financial Group
Georgia
$253K +$236K +11,770 New
RSWA
766
Robinson Smith Wealth Advisors
Maine
$249K +$232K +11,571 New
HWM
767
HB Wealth Management
Georgia
$247K -$189K -9,463 -45%
GGS
768
Galvin Gaustad & Stein
Arizona
$243K -$26.6K -1,330 -11%
Mawer Investment Management
769
Mawer Investment Management
Alberta, Canada
$237K -$138M -6,898,214 -100%
TPWA
770
TRUE Private Wealth Advisors
Oregon
$235K -$17.4K -870 -7%
KOCAA
771
Knights of Columbus Asset Advisors
Connecticut
$235K -$5.24K -262 -2%
MYIA
772
Mount Yale Investment Advisors
Colorado
$235K +$60 +3 +0%
DWT
773
Dorsey & Whitney Trust
South Dakota
$234K -$52.4K -2,616 -19%
HI
774
Harbour Investments
Wisconsin
$233K -$52.9K -2,642 -20%
SMA
775
Sage Mountain Advisors
Georgia
$233K -$17.4K -870 -7%