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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Belpointe Asset Management
Nevada
$33.6K -$3.29K -34 -9%
TWA
477
TCI Wealth Advisors
Arizona
$32.3K
PMFA
478
Plante Moran Financial Advisors
Michigan
$32.1K
DWMG
479
DB Wealth Management Group
California
$28.5K
CCM
480
Chilton Capital Management
Texas
$26.7K +$28.1K +290 New
GWS
481
Glassman Wealth Services
Virginia
$26.7K +$2.42K +25 +9%
SSG
482
Summit Securities Group
New York
$25K -$264K -2,726 -91%
KFP
483
KB Financial Partners
New Jersey
$24K -$97 -1 -0.4%
CHC
484
City Holding Co
West Virginia
$23K
PCC
485
Park Circle Company
Maryland
$23K
Loomis, Sayles & Company
486
Loomis, Sayles & Company
Massachusetts
$23K -$11.8K -122 -33%
SWA
487
Sutton Wealth Advisors
Florida
$21K -$46.3K -479 -68%
BBHC
488
Brown Brothers Harriman & Co
New York
$20.9K +$22K +227 New
ZB
489
Zions Bancorporation
Utah
$19.7K
CFB
490
Cullen/Frost Bankers
Texas
$19.5K +$20.5K +212 New
PFBT
491
Parkside Financial Bank & Trust
Missouri
$18.5K +$193 +2 +1%
BSB
492
Bangor Savings Bank
Maine
$18.4K
NIC
493
Northwest Investment Counselors
Oregon
$17K
ACA
494
Atlas Capital Advisors
Wyoming
$15.8K
RTC
495
Riverview Trust Company
Washington
$12.3K
WT
496
Whittier Trust
California
$12.2K
PTC
497
Private Trust Company
Ohio
$11.8K +$2.9K +30 +31%
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$6.19K +64 +108%
VCM
499
Versant Capital Management
Arizona
$10.4K
MCM
500
MV Capital Management
Maryland
$10.3K -$1.26K -13 -10%